INDEPENDENT FINANCIAL GROUP, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 275484
SAN DIEGO, CA
Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,042,117
-$239,425 QoQ
Shares Held
24,711
-13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,008
of 2,858 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $26,614,552 across 9 Banks - Diversified names. WFC ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,575 | $14,263,404 | |
| 2 | BAC |
Bank Of America Corp /De/
|
102,532 | $5,842,273 | |
| 3 | C |
Citigroup Inc
|
17,061 | $2,387,857 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
24,711 | $2,042,117 | |
| 5 | SAN |
Banco Santander, S.A.
|
46,320 | $639,216 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,085 | $469,775 | |
| 7 | RY |
Royal Bank Of Canada
|
1,635 | $338,395 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,302 | $332,892 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,042,117 | 24,711 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,281,542 | 28,659 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,805,506 | 30,102 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,529,100 | 30,173 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,881,217 | 23,480 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,919,879 | 26,743 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,177,088 | 30,995 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,043,539 | 18,473 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,520,146 | 25,596 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,248,168 | 21,535 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,122,068 | 22,797 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $850,623 | 20,818 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $797,006 | 18,674 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $904,895 | 24,208 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $957,391 | 23,187 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $882,426 | 21,940 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $837,337 | 21,377 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,067,670 | 22,032 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,636,070 | 34,099 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $1,428,035 | 30,770 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $1,578,492 | 34,853 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $1,736,544 | 44,447 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $1,600,264 | 53,024 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $1,112,986 | 47,341 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $1,246,233 | 48,681 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $278,217 | 9,694 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||