Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$223,458
+$60,497 QoQ
Shares Held
2,704
+32.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,432
of 2,858 holders
Holding Since
Mar 2020
22 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, 2026Community Bank, N.A. holds $26,134,630 across 9 Banks - Diversified names. WFC ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
67,530 | $22,104,594 | |
| 2 | RY |
Royal Bank Of Canada
|
9,249 | $1,914,265 | |
| 3 | BAC |
Bank Of America Corp /De/
|
24,448 | $1,393,047 | |
| 4 | C |
Citigroup Inc
|
1,989 | $278,380 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
2,704 | $223,458 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
3,903 | $77,630 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
438 | $63,339 | |
| 8 | UBS |
UBS Group AG
|
1,000 | $49,560 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,458 | 2,704 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $162,961 | 2,047 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $190,780 | 2,047 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $171,579 | 2,047 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $112,648 | 1,406 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $100,936 | 1,406 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $98,757 | 1,406 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $79,424 | 1,406 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $137,309 | 2,312 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $239,085 | 4,125 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $203,032 | 4,125 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $168,547 | 4,125 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $176,055 | 4,125 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $154,192 | 4,125 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $170,321 | 4,125 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $93,752 | 2,331 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $19,585 | 500 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $11,322 | 250 | Shares | Sole | 2021-08-03 | |
| 2020-12-31 | $329,444 | 10,916 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $406,628 | 17,296 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $653,081 | 25,511 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $804,402 | 28,028 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||