Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,997,101
+$134,223 QoQ
Shares Held
72,569
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#140
of 1,173 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $63,628,943 across 16 Banks - Diversified names. WFC ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
90,431 | $29,600,778 | |
| 2 | BAC |
Bank Of America Corp /De/
|
153,609 | $8,752,640 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
72,569 | $5,997,101 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
28,754 | $4,158,115 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
131,754 | $3,106,758 | |
| 6 | C |
Citigroup Inc
|
20,205 | $2,827,891 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
96,029 | $1,910,016 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
17,284 | $1,643,534 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,997,101 | 72,569 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,862,878 | 73,645 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,842,091 | 73,413 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,982,819 | 71,377 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,809,179 | 72,506 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,454,747 | 75,982 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,208,506 | 74,153 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $4,087,729 | 72,362 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $4,392,900 | 73,967 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $3,956,929 | 68,270 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $3,473,258 | 70,566 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $2,833,109 | 69,337 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,720,295 | 63,737 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $2,428,017 | 64,955 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,417,735 | 58,555 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $2,199,832 | 54,695 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,742,438 | 44,484 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,269,187 | 46,826 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $2,122,971 | 44,247 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,797,691 | 38,735 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,642,441 | 36,265 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,306,110 | 33,430 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $649,805 | 21,531 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $541,317 | 23,025 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $607,360 | 23,725 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $225,725 | 7,865 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||