Position in NWFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$283,690
+$173,807 QoQ
Shares Held
8,824
+136.3% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 110 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWFL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,720,970,465 across 297 Banks - Regional names. NWFL ranks #223 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp \De\
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in NWFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,690 | 8,824 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $109,883 | 3,735 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $270,542 | 9,645 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $167,721 | 6,598 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $142,356 | 5,522 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $120,801 | 4,998 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $141,573 | 5,203 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $117,904 | 4,275 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $83,195 | 3,278 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $70,038 | 2,574 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $73,816 | 2,243 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $46,960 | 1,823 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $128,926 | 4,366 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $54,573 | 1,855 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $62,030 | 1,855 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $49,252 | 1,853 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $44,953 | 1,853 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $52,861 | 1,849 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $58,424 | 2,248 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,696 | 694 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,564 | 714 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $71,314 | 2,680 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $421,754 | 16,116 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $362,027 | 14,886 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $399,018 | 16,096 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $343,788 | 12,876 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||