Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,524,955
+$80,910 QoQ
Shares Held
18,453
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,119
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRUST CO OF TOLEDO NA /OH/ holds $38,901,956 across 8 Banks - Diversified names. WFC ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
95,364 | $31,215,498 | |
| 2 | C |
Citigroup Inc
|
31,257 | $4,374,728 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
18,453 | $1,524,955 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,659 | $835,269 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,230 | $486,450 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,044 | $440,192 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
214 | $20,349 | |
| 8 | BNS |
Bank Of Nova Scotia
|
52 | $4,515 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524,955 | 18,453 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,444,045 | 18,139 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,679,464 | 18,020 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,535,581 | 18,320 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,483,340 | 18,514 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,400,550 | 19,509 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,596,905 | 22,735 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,344,065 | 23,793 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $1,425,597 | 24,004 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $1,375,969 | 23,740 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $1,259,292 | 25,585 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $1,044,176 | 25,555 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,221,117 | 28,611 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,011,614 | 27,063 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,109,172 | 26,863 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $1,068,846 | 26,575 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,478,079 | 37,735 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,829,849 | 37,760 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,826,118 | 38,060 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,789,755 | 38,564 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,779,715 | 39,296 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,563,033 | 40,006 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,080,654 | 35,807 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $889,429 | 37,832 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $1,040,383 | 40,640 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,204,452 | 41,967 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||