Parkside Financial Bank & Trust
BankPosition in WFC — Wells Fargo & Company/Mn
CIK 1455267
SAINT LOUIS, MO
Position in WFC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,162,145
-$104,349 QoQ
Shares Held
14,598
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Parkside Financial Bank & Trust holds $18,059,149 across 19 Banks - Diversified names. WFC ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,730 | $11,686,976 | |
| 2 | BAC |
Bank Of America Corp /De/
|
58,338 | $2,843,977 | |
| 3 | C |
Citigroup Inc
|
10,909 | $1,237,188 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
14,598 | $1,162,145 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,917 | $346,043 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
7,443 | $126,307 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
5,033 | $99,401 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,180 | $97,338 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,162,145 | 14,598 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,266,494 | 13,589 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,084,798 | 12,942 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,050,693 | 13,114 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $884,667 | 12,323 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $821,385 | 11,694 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $665,790 | 11,786 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $704,602 | 11,864 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $670,944 | 11,576 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $552,887 | 11,233 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $400,427 | 9,800 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $213,570 | 5,004 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $160,322 | 4,289 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $217,556 | 5,269 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $206,569 | 5,136 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $177,125 | 4,522 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $303,213 | 6,257 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $234,909 | 4,896 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $170,277 | 3,669 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $150,588 | 3,325 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $145,144 | 3,715 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $107,893 | 3,575 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $76,407 | 3,250 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $139,493 | 5,449 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $427,055 | 14,880 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||