Focus Financial Network, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 2010942
MINNEAPOLIS, MN
Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,962,174
+$358,469 QoQ
Shares Held
47,945
+5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#753
of 2,853 holders
Holding Since
Mar 2020
25 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, 2026Focus Financial Network, Inc. holds $19,072,214 across 6 Banks - Diversified names. WFC ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,578 | $10,991,086 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
47,945 | $3,962,174 | |
| 3 | BAC |
Bank Of America Corp /De/
|
50,592 | $2,882,732 | |
| 4 | C |
Citigroup Inc
|
4,502 | $630,099 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,393 | $322,640 | |
| 6 | UBS |
UBS Group AG
|
5,720 | $283,483 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,962,174 | 47,945 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,603,705 | 45,267 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,384,128 | 47,040 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,353,694 | 51,941 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,111,758 | 51,320 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,836,026 | 53,434 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,731,500 | 53,125 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,378,779 | 59,812 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,507,276 | 59,055 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,384,921 | 58,401 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $2,565,926 | 62,798 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $2,658,025 | 62,278 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $2,152,078 | 57,573 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $2,365,710 | 57,295 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $2,325,922 | 57,830 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $2,360,736 | 60,269 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $2,886,132 | 59,557 | Shares | Sole | 2024-07-24 | |
| 2021-12-31 | $6,619,176 | 137,957 | Shares | Sole | 2024-07-24 | |
| 2021-09-30 | $1,498,114 | 32,280 | Shares | Sole | 2024-07-24 | |
| 2021-06-30 | $1,498,329 | 33,083 | Shares | Sole | 2024-07-24 | |
| 2021-03-31 | $1,134,123 | 29,028 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $1,820,910 | 60,335 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $1,380,013 | 58,699 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $1,531,417 | 59,821 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $1,566,991 | 54,599 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||