Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$836,812
-$186,710 QoQ
Shares Held
10,126
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,473
of 2,859 holders
Holding Since
Mar 2020
25 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 VERMONT holds $85,189,318 across 9 Banks - Diversified names. WFC ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
215,608 | $70,574,965 | |
| 2 | TD |
Toronto Dominion Bank
|
51,986 | $6,312,659 | |
| 3 | BAC |
Bank Of America Corp /De/
|
89,994 | $5,127,857 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
12,207 | $1,765,254 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
10,126 | $836,812 | |
| 6 | C |
Citigroup Inc
|
2,255 | $315,609 | |
| 7 | RY |
Royal Bank Of Canada
|
577 | $119,421 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
651 | $115,031 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,812 | 10,126 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $1,023,522 | 10,982 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,014,054 | 12,098 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $959,196 | 11,972 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $825,513 | 11,499 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $824,547 | 11,739 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $625,852 | 11,079 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $753,183 | 12,682 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $710,010 | 12,250 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $546,145 | 11,096 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $476,509 | 11,662 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $478,869 | 11,220 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $413,796 | 11,070 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $470,746 | 11,401 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $354,378 | 8,811 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $345,126 | 8,811 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $443,021 | 9,142 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $430,716 | 8,977 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $681,762 | 14,690 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $686,143 | 15,150 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $509,081 | 13,030 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $425,990 | 14,115 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $679,438 | 28,900 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,603,071 | 62,620 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $3,302,853 | 115,082 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||