WELLS FARGO & COMPANY/MN
Position in OBT — Orange County Bancorp, Inc. /DE/
CIK 72971
SAN FRANCISCO, CA
Position in OBT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$139,560
-$231,618 QoQ
Shares Held
4,364
-66.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OBT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $3,013,098,909 across 301 Banks - Regional names. OBT ranks #221 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,342,178 | $1,111,653,816 | |
| 2 | USB |
US Bancorp De
|
6,015,518 | $312,867,088 | |
| 3 | TFC |
Truist Financial Corp
|
4,348,169 | $199,885,327 | |
| 4 | MTB |
M&T Bank Corp
|
537,507 | $111,113,445 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
2,066,961 | $101,694,479 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
1,241,050 | $74,425,766 | |
| 7 | RF |
Regions Financial Corp
|
2,705,972 | $70,679,986 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
4,334,358 | $67,832,700 |
All Filings in OBT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,560 | 4,364 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $371,178 | 13,001 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $212,721 | 8,438 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $149,277 | 5,777 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $143,450 | 6,133 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $166,654 | 2,999 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $141,571 | 2,347 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $118,715 | 2,245 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $82,800 | 1,800 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $94,396 | 1,567 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $54,264 | 1,257 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $71,817 | 1,941 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,320 | 30 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,350 | 29 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,078 | 28 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $265 | 7 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $240 | 6 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $241 | 6 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $210 | 6 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||