NORTHBRIDGE FINANCIAL GROUP, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1968850 TAMPA, FL

Position in WFC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$697,481

-$61,441 QoQ

Shares Held

8,440

-11.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,586

of 2,858 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NORTHBRIDGE FINANCIAL GROUP, LLC holds $2,771,915 across 3 Banks - Diversified names. WFC ranks #3 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,692	$1,208,502
2	C	Citigroup Inc	6,187	$865,932
3	WFC	Wells Fargo & Company/Mn This page	8,440	$697,481

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,481	8,440	-11.5%	Shares	Sole	2026-07-09
2026-03-31	$758,922	9,533	-3.2%	Shares	Sole	2026-04-15
2025-12-31	$917,460	9,844	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.