TCV Trust & Wealth Management, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1135439 RICHMOND, VA

Position in WFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$302,875

+$16,200 QoQ

Shares Held

3,665

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,192

of 2,859 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCV Trust & Wealth Management, Inc. holds $29,880,492 across 5 Banks - Diversified names. WFC ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	83,227	$27,242,693
2	BNY	Bank of New York Mellon Corp	8,403	$1,215,156
3	BAC	Bank Of America Corp /De/	15,351	$874,699
4	WFC	Wells Fargo & Company/Mn This page	3,665	$302,875
5	C	Citigroup Inc	1,751	$245,069

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,875	3,665	+1.8%	Shares	Sole	2026-07-24
2026-03-31	$286,675	3,601	-15.8%	Shares	Sole	2026-04-21
2025-12-31	$398,523	4,276	+4.9%	Shares	Sole	2026-01-23
2025-09-30	$341,650	4,076	+7.9%	Shares	Sole	2025-10-23
2025-06-30	$302,532	3,776	+8.6%	Shares	Sole	2025-07-11
2025-03-31	$249,541	3,476	0.0%	Shares	Sole	2025-04-24
2024-12-31	$244,153	3,476	0.0%	Shares	Sole	2025-01-29
2024-06-30	$206,438	3,476	0.0%	Shares	Sole	2024-07-26
2024-03-31	$201,468	3,476	-41.1%	Shares	Sole	2024-04-16
2023-09-30	$241,195	5,903	0.0%	Shares	Sole	2023-10-19
2023-06-30	$251,939	5,903	+43.5%	Shares	Sole	2023-07-31
2022-09-30	$165,505	4,115	-52.1%	Shares	Other	2022-11-14
2022-06-30	$336,587	8,593	+7.5%	Shares	Sole	2022-07-22
2022-03-31	$387,340	7,993	-9.6%	Shares	Sole	2022-04-21
2021-12-31	$424,287	8,843	+30.3%	Shares	Sole	2022-01-26
2021-09-30	$315,030	6,788	-2.2%	Shares	Sole	2021-10-27
2021-06-30	$314,221	6,938	+3.0%	Shares	Sole	2021-08-02
2021-03-31	$263,253	6,738	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.