Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,868,788
+$1,002,726 QoQ
Shares Held
83,117
+12.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#595
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $81,101,871 across 13 Banks - Diversified names. WFC ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
101,235 | $33,137,252 | |
| 2 | RY |
Royal Bank Of Canada
|
67,174 | $13,903,002 | |
| 3 | BAC |
Bank Of America Corp /De/
|
215,320 | $12,268,933 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
83,117 | $6,868,788 | |
| 5 | C |
Citigroup Inc
|
43,230 | $6,050,470 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
25,484 | $3,685,241 | |
| 7 | BCS |
Barclays PLC
|
107,900 | $2,898,194 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
11,144 | $663,068 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,868,788 | 83,117 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,866,062 | 73,685 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,288,561 | 35,285 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,851,499 | 22,089 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,145,533 | 26,779 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,482,999 | 34,587 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,421,032 | 34,468 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,374,683 | 24,335 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,309,014 | 22,041 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,467,662 | 25,322 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,476,452 | 29,997 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,182,119 | 28,931 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $1,393,885 | 32,659 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,260,378 | 33,718 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,410,218 | 34,154 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,251,726 | 31,122 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,598,606 | 40,812 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,146,535 | 44,295 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,892,763 | 39,449 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,817,972 | 39,172 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $1,927,814 | 42,566 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,585,734 | 40,587 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,232,943 | 40,853 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $992,827 | 42,230 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $701,593 | 27,406 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $847,998 | 29,547 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||