Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,669,434
+$373,538 QoQ
Shares Held
68,604
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#643
of 2,853 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NORDEN GROUP LLC holds $24,567,789 across 8 Banks - Diversified names. WFC ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,371 | $9,286,679 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
68,604 | $5,669,434 | |
| 3 | BAC |
Bank Of America Corp /De/
|
94,034 | $5,358,057 | |
| 4 | C |
Citigroup Inc
|
16,953 | $2,372,741 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,183 | $604,903 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
28,189 | $560,679 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
3,874 | $368,378 | |
| 8 | SAN |
Banco Santander, S.A.
|
25,139 | $346,918 |
All Filings in WFC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,669,434 | 68,604 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,295,896 | 66,523 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,685,164 | 50,270 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,556,622 | 54,362 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,246,840 | 53,006 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,689,790 | 51,397 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,833,418 | 54,576 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,418,718 | 60,519 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,931,125 | 32,516 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,907,057 | 32,903 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,296,602 | 26,343 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,245,290 | 30,477 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||