Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$404,440
+$69,919 QoQ
Shares Held
4,894
+16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,959
of 2,858 holders
Holding Since
Jun 2025
5 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, 2026NIXON PEABODY TRUST CO holds $40,757,516 across 4 Banks - Diversified names. WFC ranks #3 (1.0% of the industry book) .
All Filings in WFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,440 | 4,894 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $334,521 | 4,202 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $312,313 | 3,351 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $271,241 | 3,236 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $259,268 | 3,236 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||