PFG Investments, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1973224 WOODBURY, NY

Position in WFC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,577,928

-$112,271 QoQ

Shares Held

19,094

-10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,103

of 2,858 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFG Investments, LLC holds $40,451,871 across 10 Banks - Diversified names. WFC ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	72,804	$23,830,933
2	BAC	Bank Of America Corp /De/	143,817	$8,194,692
3	C	Citigroup Inc	33,084	$4,630,436
4	WFC	Wells Fargo & Company/Mn This page	19,094	$1,577,928
5	BNY	Bank of New York Mellon Corp	6,222	$899,763
6	BMO	Bank Of Montreal /Can/	1,707	$301,626
7	TD	Toronto Dominion Bank	2,333	$283,296
8	RY	Royal Bank Of Canada	1,336	$276,511

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,577,928	19,094	-10.1%	Shares	Sole	2026-07-23
2026-03-31	$1,690,199	21,231	+1.0%	Shares	Sole	2026-04-27
2025-12-31	$1,958,877	21,018	+5.5%	Shares	Sole	2026-01-26
2025-09-30	$1,670,616	19,931	+1.2%	Shares	Sole	2025-10-31
2025-06-30	$1,577,402	19,688	+9.0%	Shares	Sole	2025-07-18
2025-03-31	$1,296,958	18,066	+0.2%	Shares	Sole	2025-04-22
2024-12-31	$1,266,146	18,026	+2.7%	Shares	Sole	2025-01-22
2024-09-30	$991,512	17,552	+26.3%	Shares	Sole	2024-10-24
2024-06-30	$825,402	13,898	+9.6%	Shares	Sole	2024-08-07
2024-03-31	$735,164	12,684	+68.9%	Shares	Sole	2024-04-22
2023-12-31	$369,691	7,511	-24.8%	Shares	Sole	2024-01-17
2023-09-30	$408,109	9,988	+0.7%	Shares	Sole	2023-11-06
2023-06-30	$423,470	9,922	+37.2%	Shares	Sole	2023-08-03
2023-03-31	$270,406	7,234	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.