Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,489,007
+$83,653 QoQ
Shares Held
18,018
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,138
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CHICAGO TRUST Co NA holds $25,995,745 across 6 Banks - Diversified names. WFC ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,261 | $11,214,652 | |
| 2 | BAC |
Bank Of America Corp /De/
|
111,611 | $6,359,594 | |
| 3 | C |
Citigroup Inc
|
34,632 | $4,847,094 | |
| 4 | UBS |
UBS Group AG
|
30,541 | $1,513,611 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
18,018 | $1,489,007 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,954 | $571,787 |
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,007 | 18,018 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,405,354 | 17,653 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,690,274 | 18,136 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,520,661 | 18,142 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,278,313 | 15,955 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $877,632 | 12,225 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $854,469 | 12,165 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $692,848 | 12,265 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $760,429 | 12,804 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $698,301 | 12,048 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $533,003 | 10,829 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $444,638 | 10,882 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $517,750 | 12,131 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $651,607 | 17,432 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $631,364 | 15,291 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $471,257 | 11,717 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $431,848 | 11,025 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $677,131 | 13,973 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $628,057 | 13,090 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $515,660 | 11,111 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $491,576 | 10,854 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $416,563 | 10,662 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $337,623 | 11,187 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $253,696 | 10,791 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $230,528 | 9,005 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $261,313 | 9,105 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||