Ethos Financial Group, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1954242
KING OF PRUSSIA, PA
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$226,681
-$57,447 QoQ
Shares Held
2,743
-23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,421
of 2,859 holders
Holding Since
Dec 2024
7 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, 2026Ethos Financial Group, LLC holds $12,924,449 across 6 Banks - Diversified names. WFC ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,341 | $7,967,539 | |
| 2 | C |
Citigroup Inc
|
13,090 | $1,832,076 | |
| 3 | BAC |
Bank Of America Corp /De/
|
30,154 | $1,718,174 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,185 | $605,192 | |
| 5 | ING |
Ing Groep NV
|
18,317 | $574,787 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
2,743 | $226,681 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,681 | 2,743 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $284,128 | 3,569 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $284,539 | 3,053 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $218,351 | 2,605 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $248,211 | 3,098 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $204,673 | 2,851 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $166,258 | 2,367 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||