Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,271,581
-$116,498 QoQ
Shares Held
15,387
-11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,207
of 2,858 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, 2026First National Trust Co holds $62,578,131 across 7 Banks - Diversified names. WFC ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
155,919 | $51,036,966 | |
| 2 | BAC |
Bank Of America Corp /De/
|
136,406 | $7,772,413 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
15,387 | $1,271,581 | |
| 4 | RY |
Royal Bank Of Canada
|
4,767 | $986,625 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,954 | $716,397 | |
| 6 | ING |
Ing Groep NV
|
16,075 | $504,433 | |
| 7 | C |
Citigroup Inc
|
2,070 | $289,716 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,271,581 | 15,387 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,388,079 | 17,436 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,609,377 | 17,268 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,492,079 | 17,801 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $1,432,385 | 17,878 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,305,859 | 18,190 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,341,583 | 19,100 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,087,036 | 19,243 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,157,688 | 19,493 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,079,793 | 18,630 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $897,427 | 18,233 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $744,999 | 18,233 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $852,233 | 19,968 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $748,010 | 20,011 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $853,917 | 20,681 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $843,734 | 20,978 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $814,069 | 20,783 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,007,240 | 20,785 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,040,014 | 21,676 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,039,119 | 22,390 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,062,095 | 23,451 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,185,461 | 30,342 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,444,021 | 47,847 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,253,811 | 53,331 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,444,735 | 56,435 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,664,398 | 57,993 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||