Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$952,591
-$328,095 QoQ
Shares Held
11,527
-28.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,379
of 2,853 holders
Holding Since
Dec 2024
7 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, 2026VICTORY FINANCIAL GROUP, LLC holds $4,630,658 across 7 Banks - Diversified names. WFC ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,075 | $1,661,199 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
11,527 | $952,591 | |
| 3 | BAC |
Bank Of America Corp /De/
|
15,279 | $870,597 | |
| 4 | C |
Citigroup Inc
|
3,343 | $467,886 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,006 | $285,840 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,556 | $225,013 | |
| 7 | SAN |
Banco Santander, S.A.
|
12,140 | $167,532 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,591 | 11,527 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,280,686 | 16,087 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,261,218 | 24,262 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $623,620 | 7,440 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $299,168 | 3,734 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $273,376 | 3,808 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $209,104 | 2,977 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||