Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$117,348
-$32,477 QoQ
Shares Held
1,420
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,583
of 2,858 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $23,634,774 across 11 Banks - Diversified names. WFC ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,894 | $21,241,752 | |
| 2 | BAC |
Bank Of America Corp /De/
|
15,124 | $861,764 | |
| 3 | RY |
Royal Bank Of Canada
|
2,400 | $496,728 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,000 | $230,000 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,559 | $225,446 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,000 | $176,700 | |
| 7 | TD |
Toronto Dominion Bank
|
1,200 | $145,716 | |
| 8 | WFC |
Wells Fargo & Company/Mn
This page
|
1,420 | $117,348 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,348 | 1,420 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $149,825 | 1,882 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $158,346 | 1,699 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $255,231 | 3,045 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $243,965 | 3,045 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $362,180 | 5,045 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $346,493 | 4,933 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $215,791 | 3,820 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $226,869 | 3,820 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $221,407 | 3,820 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $188,020 | 3,820 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $156,085 | 3,820 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $163,037 | 3,820 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $142,791 | 3,820 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $157,727 | 3,820 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $153,640 | 3,820 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $149,628 | 3,820 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $185,117 | 3,820 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $241,003 | 5,023 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $318,558 | 6,864 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $267,160 | 6,838 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $238,784 | 7,912 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $240,906 | 10,247 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $272,563 | 10,647 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $308,438 | 10,747 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||