TRUST POINT INC.

Position in WFC — Wells Fargo & Company/Mn

CIK 1635633 LA CROSSE, WI

Position in WFC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,518,176

+$368,187 QoQ

Shares Held

54,673

+4.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#705

of 2,853 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

TRUST POINT INC. holds $17,547,828 across 10 Banks - Diversified names. WFC ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,482	$6,377,042
2	WFC	Wells Fargo & Company/Mn This page	54,673	$4,518,176
3	HSBC	Hsbc Holdings PLC	13,421	$1,276,202
4	C	Citigroup Inc	8,908	$1,246,762
5	MUFG	Mitsubishi Ufj Financial Group Inc	49,093	$976,459
6	SAN	Banco Santander, S.A.	61,357	$846,726
7	UBS	UBS Group AG	13,926	$690,172
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	25,437	$599,804

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,518,176	54,673	+4.9%	Shares	Sole	2026-07-08
2026-03-31	$4,149,989	52,129	+10.2%	Shares	Sole	2026-04-15
2025-12-31	$4,406,962	47,285	-0.5%	Shares	Sole	2026-01-13
2025-09-30	$3,982,539	47,513	+1.8%	Shares	Sole	2025-10-10
2025-06-30	$3,738,639	46,663	-2.9%	Shares	Sole	2025-07-10
2025-03-31	$3,448,790	48,040	-8.9%	Shares	Sole	2025-04-17
2024-12-31	$3,703,544	52,727	+3.5%	Shares	Sole	2025-01-24
2024-09-30	$2,878,730	50,960	-0.7%	Shares	Sole	2024-10-17
2024-06-30	$3,049,319	51,344	-2.1%	Shares	Sole	2024-07-24
2024-03-31	$3,041,161	52,470	+3.4%	Shares	Sole	2024-04-19
2023-12-31	$2,498,652	50,765	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.