Coastline Trust Co

Bank

Position in WFC — Wells Fargo & Company/Mn

CIK 1324279 PROVIDENCE, RI

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$574,678

+$17,011 QoQ

Shares Held

6,954

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,717

of 2,859 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Coastline Trust Co holds $13,615,709 across 6 Banks - Diversified names. WFC ranks #3 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	28,950	$9,476,202
2	BAC	Bank Of America Corp /De/	53,616	$3,055,039
3	WFC	Wells Fargo & Company/Mn This page	6,954	$574,678
4	TD	Toronto Dominion Bank	4,000	$485,720
5	BNS	Bank Of Nova Scotia	195	$16,933
6	C	Citigroup Inc	51	$7,137

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$574,678	6,954	-0.7%	Shares	Defined	2026-08-14
2026-03-31	$557,667	7,005	-1.4%	Shares	Defined	2026-04-03
2025-12-31	$662,278	7,106	-1.3%	Shares	Defined	2026-01-05
2025-09-30	$603,168	7,196	+3.2%	Shares	Defined	2025-10-21
2025-06-30	$558,916	6,976	-4.1%	Shares	Defined	2025-07-17
2025-03-31	$522,199	7,274	+9.4%	Shares	Defined	2025-04-28
2024-12-31	$466,955	6,648	+7.7%	Shares	Defined	2025-02-13
2024-09-30	$348,655	6,172	+17.1%	Shares	Defined	2024-11-06
2024-06-30	$313,103	5,272	0.0%	Shares	Defined	2024-07-15
2024-03-31	$305,565	5,272	+7.3%	Shares	Defined	2024-04-26
2023-12-31	$241,916	4,915	-27.5%	Shares	Defined	2024-01-23
2023-09-30	$276,826	6,775	-12.3%	Shares	Defined	2023-10-18
2023-06-30	$329,873	7,729	-45.7%	Shares	Defined	2023-08-07
2023-03-31	$531,767	14,226	-2.9%	Shares	Defined	2023-05-31
2022-12-31	$605,145	14,656	+4.7%	Shares	Defined	2023-02-09
2022-09-30	$562,918	13,996	+140.4%	Shares	Defined	2022-11-03
2022-06-30	$228,008	5,821	+11.5%	Shares	Defined	2022-07-22
2022-03-31	$253,009	5,221	0.0%	Shares	Defined	2022-05-04
2021-12-31	$250,503	5,221	0.0%	Shares	Defined	2022-02-10
2021-09-30	$242,305	5,221	0.0%	Shares	Defined	2021-11-09
2021-06-30	$236,458	5,221	0.0%	Shares	Defined	2021-08-10
2021-03-31	$203,984	5,221	-41.0%	Shares	Defined	2021-05-10
2020-09-30	$207,898	8,843	-21.9%	Shares	Defined	2020-10-15
2020-06-30	$289,996	11,328	-2.1%	Shares	Defined	2020-08-07
2020-03-31	$332,059	11,570	—	Shares	Defined	2020-06-10
No filing history on record for this holder in this stock.