PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2026926
MINNEAPOLIS, MN
Position in WFC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$586,327
-$105,123 QoQ
Shares Held
7,365
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC holds $25,583,931 across 7 Banks - Diversified names. WFC ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,938 | $12,924,802 | |
| 2 | BCS |
Barclays PLC
|
176,420 | $3,733,047 | |
| 3 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
138,081 | $2,727,099 | |
| 4 | ING |
Ing Groep NV
|
101,528 | $2,644,804 | |
| 5 | BAC |
Bank Of America Corp /De/
|
53,216 | $2,594,280 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
7,365 | $586,327 | |
| 7 | C |
Citigroup Inc
|
3,294 | $373,572 |
All Filings in WFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $586,327 | 7,365 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $691,450 | 7,419 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $624,626 | 7,452 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $597,054 | 7,452 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $534,979 | 7,452 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $523,428 | 7,452 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||