Nova Wealth Management, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 2051980
BONITA SPRINGS, FL
Position in WFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$43,386
-$1,991 QoQ
Shares Held
525
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,705
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, 2026Nova Wealth Management, Inc. holds $1,211,520 across 11 Banks - Diversified names. WFC ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,237 | $1,059,567 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
525 | $43,386 | |
| 3 | C |
Citigroup Inc
|
223 | $31,211 | |
| 4 | BAC |
Bank Of America Corp /De/
|
540 | $30,769 | |
| 5 | UBS |
UBS Group AG
|
212 | $10,506 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
55 | $7,953 | |
| 7 | ING |
Ing Groep NV
|
252 | $7,907 | |
| 8 | BCS |
Barclays PLC
|
253 | $6,795 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,386 | 525 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $45,377 | 570 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $35,229 | 378 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $35,874 | 428 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $34,291 | 428 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $8,112 | 113 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,937 | 113 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||