Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$231,309
+$124,632 QoQ
Shares Held
2,799
+108.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,408
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026Trust Co holds $2,976,607 across 16 Banks - Diversified names. WFC ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,156 | $2,342,373 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
2,799 | $231,309 | |
| 3 | TD |
Toronto Dominion Bank
|
1,000 | $121,430 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,788 | $101,880 | |
| 5 | C |
Citigroup Inc
|
534 | $74,738 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
403 | $58,277 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
193 | $34,103 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
68 | $6,466 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,309 | 2,799 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $106,677 | 1,340 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $96,741 | 1,038 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,927 | 23 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $160,480 | 2,003 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $143,795 | 2,003 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $140,690 | 2,003 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $117,894 | 2,087 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $123,946 | 2,087 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $135,452 | 2,337 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $102,722 | 2,087 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $114,408 | 2,800 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $154,715 | 3,625 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $147,426 | 3,944 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $190,470 | 4,613 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $189,315 | 4,707 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,120,692 | 28,611 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,261,704 | 26,036 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $891,132 | 18,573 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $468,044 | 10,085 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $352,265 | 7,778 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $131,861 | 3,375 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $130,437 | 4,322 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $139,085 | 5,916 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $136,448 | 5,330 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $123,438 | 4,301 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||