Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 38,680
Value: $3.20M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	38,680	$3.20M	0.3%	+1,101+2.9%	Added	Holders
Q1 2026	37,579	$2.99M	0.3%	+504+1.4%	Added	Holders
Q4 2025	37,075	$3.46M	0.3%	+3,149+9.3%	Added	Holders
Q3 2025	33,926	$2.84M	0.3%	+508+1.5%	Added	Holders
Q2 2025	33,418	$2.68M	0.2%	+3,245+10.8%	Added	Holders
Q1 2025	30,173	$2.17M	0.2%	−254−0.8%	Reduced	Holders
Q4 2024	30,427	$2.14M	0.2%	−721−2.3%	Reduced	Holders
Q3 2024	31,148	$1.76M	0.2%	−264−0.8%	Reduced	Holders
Q2 2024	31,412	$1.87M	0.2%	−5,481−14.9%	Reduced	Holders
Q1 2024	36,893	$2.14M	0.2%	−3,859−9.5%	Reduced	Holders
Q4 2023	40,752	$2.01M	0.2%	−4,147−9.2%	Reduced	Holders
Q3 2023	44,899	$1.83M	0.2%	−10,288−18.6%	Reduced	Holders
Q2 2023	55,187	$2.36M	0.3%	+3,042+5.8%	Added	Holders
Q1 2023	52,145	$1.95M	0.2%	+5,669+12.2%	Added	Holders
Q4 2022	46,476	$1.92M	0.3%	+4,808+11.5%	Added	Holders
Q3 2022	41,668	$1.68M	0.3%	+5,271+14.5%	Added	Holders
Q2 2022	36,397	$1.43M	0.2%	+7,982+28.1%	Added	Holders
Q1 2022	28,415	$1.38M	0.2%	+5,022+21.5%	Added	Holders
Q4 2021	23,393	$1.13M	0.1%	+3,791+19.3%	Added	Holders
Q3 2021	19,602	$908.0K	0.1%	+3,409+21.1%	Added	Holders
Q2 2021	16,193	$734.0K	0.1%	−1,314−7.5%	Reduced	Holders
Q1 2021	17,507	$681.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.