Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$83,714
-$9,350 QoQ
Shares Held
1,013
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,626
of 2,853 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NFSG Corp holds $3,336,649 across 11 Banks - Diversified names. WFC ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,919 | $2,592,126 | |
| 2 | C |
Citigroup Inc
|
1,640 | $229,534 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,508 | $142,905 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
637 | $92,116 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
1,013 | $83,714 | |
| 6 | UBS |
UBS Group AG
|
1,425 | $70,623 | |
| 7 | TD |
Toronto Dominion Bank
|
495 | $60,107 | |
| 8 | BNS |
Bank Of Nova Scotia
|
320 | $27,788 |
All Filings in WFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,714 | 1,013 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $93,064 | 1,169 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $116,406 | 1,249 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $83,065 | 991 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $107,440 | 1,341 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $16,152 | 225 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,804 | 225 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $35,930 | 605 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $31,762 | 548 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $113,402 | 2,304 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $106,113 | 2,597 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $189,627 | 4,443 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $175,910 | 4,706 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $199,182 | 4,824 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $65,196 | 1,621 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $63,377 | 1,618 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $175,861 | 3,629 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $162,460 | 3,386 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $138,626 | 2,987 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $123,958 | 2,737 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $106,895 | 2,736 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $82,572 | 2,736 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $54,025 | 2,298 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||