Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,767
-$60,171 QoQ
Shares Held
215
-78.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,769
of 2,853 holders
Holding Since
Jun 2025
5 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, 2026Kingdom Financial Group LLC. holds $2,129,579 across 8 Banks - Diversified names. WFC ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,234 | $2,040,575 | |
| 2 | BAC |
Bank Of America Corp /De/
|
689 | $39,259 | |
| 3 | C |
Citigroup Inc
|
153 | $21,413 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
215 | $17,767 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
72 | $10,411 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
1 | $95 | |
| 7 | UBS |
UBS Group AG
|
1 | $49 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
0 | $10 |
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,767 | 215 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $77,938 | 979 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $87,421 | 938 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $222,793 | 2,658 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $204,306 | 2,550 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||