CENTAURUS FINANCIAL, INC.

Position in WFC — Wells Fargo & Company/Mn

CIK 891943 ANAHEIM, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,142,551

-$1,342,756 QoQ

Shares Held

38,027

-32.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#824

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CENTAURUS FINANCIAL, INC. holds $25,599,712 across 7 Banks - Diversified names. WFC ranks #2 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	49,446	$16,185,159
2	WFC	Wells Fargo & Company/Mn This page	38,027	$3,142,551
3	BAC	Bank Of America Corp /De/	54,487	$3,104,669
4	C	Citigroup Inc	10,351	$1,448,725
5	BNY	Bank of New York Mellon Corp	6,786	$981,323
6	RY	Royal Bank Of Canada	2,207	$456,782
7	TD	Toronto Dominion Bank	2,310	$280,503

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,142,551	38,027	-32.5%	Shares	Sole	2026-08-17
2026-03-31	$4,485,307	56,341	+1.4%	Shares	Sole	2026-05-18
2025-12-31	$5,180,242	55,582	-10.5%	Shares	Sole	2026-02-13
2025-09-30	$5,206,227	62,112	+2.5%	Shares	Sole	2025-11-20
2025-06-30	$4,855,832	60,607	+63.5%	Shares	Sole	2025-08-29
2025-03-31	$2,660,393	37,058	-0.2%	Shares	Sole	2025-05-15
2024-12-31	$2,607,940	37,129	-0.4%	Shares	Sole	2025-03-12
2024-09-30	$2,106,060	37,282	-10.8%	Shares	Sole	2024-11-12
2024-06-30	$2,483,155	41,811	-0.8%	Shares	Sole	2024-09-23
2024-03-31	$2,441,912	42,131	-4.9%	Shares	Sole	2024-05-14
2023-12-31	$2,180,396	44,299	-1.4%	Shares	Sole	2024-02-26
2023-09-30	$1,836,289	44,941	+2.9%	Shares	Sole	2023-11-13
2023-06-30	$1,864,518	43,686	-11.6%	Shares	Sole	2023-08-15
2023-03-31	$1,846,833	49,407	+22.1%	Shares	Sole	2023-05-18
2022-12-31	$1,670,304	40,453	+43.7%	Shares	Sole	2023-02-13
2022-09-30	$1,132,072	28,147	+12.7%	Shares	Sole	2022-12-05
2022-06-30	$978,074	24,970	-0.4%	Shares	Sole	2022-08-02
2022-03-31	$1,214,940	25,071	-2.1%	Shares	Sole	2022-05-13
2021-12-31	$1,228,527	25,605	+3.6%	Shares	Sole	2022-02-01
2021-09-30	$1,146,559	24,705	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$1,134,695	25,054	-1.6%	Shares	Sole	2021-08-10
2021-03-31	$994,487	25,454	-27.3%	Shares	Sole	2021-04-30
2020-12-31	$1,056,873	35,019	-1.2%	Shares	Sole	2021-01-25
2020-09-30	$833,429	35,450	+89.3%	Shares	Sole	2020-11-12
2020-06-30	$479,360	18,725	+236.7%	Shares	Sole	2020-08-13
2020-03-31	$159,600	5,561	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.