Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$729,380
+$15,597 QoQ
Shares Held
8,826
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,556
of 2,858 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $50,486,114 across 6 Banks - Diversified names. WFC ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
116,320 | $38,075,025 | |
| 2 | C |
Citigroup Inc
|
40,507 | $5,669,359 | |
| 3 | BAC |
Bank Of America Corp /De/
|
76,213 | $4,342,616 | |
| 4 | RY |
Royal Bank Of Canada
|
6,080 | $1,258,377 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
8,826 | $729,380 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,328 | $411,357 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,380 | 8,826 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $713,783 | 8,966 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $835,631 | 8,966 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $637,534 | 7,606 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $569,412 | 7,107 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $530,815 | 7,394 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $523,358 | 7,451 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $406,106 | 7,189 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $426,954 | 7,189 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $358,714 | 6,189 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $280,012 | 5,689 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $232,452 | 5,689 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $243,873 | 5,714 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $212,654 | 5,689 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $234,898 | 5,689 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $228,811 | 5,689 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $222,838 | 5,689 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $275,688 | 5,689 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $272,958 | 5,689 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $264,026 | 5,689 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $284,511 | 6,282 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $300,565 | 7,693 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $221,279 | 7,332 | Shares | Sole | 2021-01-19 | |
| 2020-06-30 | $274,099 | 10,707 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $297,504 | 10,366 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||