Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,381,079
+$59,792 QoQ
Shares Held
16,712
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#1,178
of 2,858 holders
Holding Since
Mar 2026
2 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, 2026MFA Wealth Services holds $4,747,994 across 6 Banks - Diversified names. WFC ranks #1 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
16,712 | $1,381,079 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
3,691 | $1,208,175 | |
| 3 | C |
Citigroup Inc
|
5,418 | $758,303 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,434 | $641,200 | |
| 5 | TD |
Toronto Dominion Bank
|
3,628 | $440,548 | |
| 6 | BAC |
Bank Of America Corp /De/
|
5,593 | $318,689 |
All Filings in WFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,079 | 16,712 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,321,287 | 16,597 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||