Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,991,370
+$280,824 QoQ
Shares Held
96,701
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#556
of 2,859 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, 2026WHITTIER TRUST CO holds $247,134,147 across 6 Banks - Diversified names. WFC ranks #3 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
676,814 | $221,541,526 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
66,628 | $9,635,074 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
96,701 | $7,991,370 | |
| 4 | BAC |
Bank Of America Corp /De/
|
97,182 | $5,537,429 | |
| 5 | C |
Citigroup Inc
|
16,857 | $2,359,305 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
2,945 | $69,443 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,991,370 | 96,701 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,710,546 | 96,854 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,450,479 | 101,400 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,932,696 | 106,570 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,753,189 | 109,251 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,917,072 | 110,281 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,007,499 | 114,002 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,737,462 | 101,566 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,146,746 | 103,498 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,133,269 | 105,819 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,074,876 | 103,106 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $4,895,762 | 119,818 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $5,098,125 | 119,450 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $4,726,289 | 126,439 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,706,607 | 138,208 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,565,642 | 138,380 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,274,710 | 134,662 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,472,413 | 133,562 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,410,414 | 133,606 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,323,315 | 136,249 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,038,198 | 133,323 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,191,894 | 132,887 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,729,402 | 123,572 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,617,859 | 153,886 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,374,681 | 170,886 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $8,363,007 | 291,394 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||