Florida Trust Wealth Management Co

Position in WFC — Wells Fargo & Company/Mn

CIK 1651023 SANIBEL, FL

Position in WFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,577,210

-$45,700 QoQ

Shares Held

31,186

-5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#903

of 2,858 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $112,882,838 across 11 Banks - Diversified names. WFC ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	261,453	$85,581,410
2	BAC	Bank Of America Corp /De/	260,750	$14,857,534
3	C	Citigroup Inc	28,418	$3,977,382
4	BNY	Bank of New York Mellon Corp	19,864	$2,872,533
5	WFC	Wells Fargo & Company/Mn This page	31,186	$2,577,210
6	SAN	Banco Santander, S.A.	45,831	$632,467
7	MUFG	Mitsubishi Ufj Financial Group Inc	31,016	$616,907
8	HSBC	Hsbc Holdings PLC	5,289	$502,930

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,577,210	31,186	-5.3%	Shares	Defined	2026-07-27
2026-03-31	$2,622,910	32,947	+11.2%	Shares	Sole	2026-05-15
2025-12-31	$2,761,795	29,633	+21.6%	Shares	Defined	2026-01-20
2025-09-30	$2,043,028	24,374	+8.4%	Shares	Defined	2025-10-29
2025-06-30	$1,800,777	22,476	+6.1%	Shares	Defined	2025-08-13
2025-03-31	$1,520,512	21,180	+23.1%	Shares	Defined	2025-04-15
2024-12-31	$1,208,900	17,211	+20.1%	Shares	Defined	2025-01-15
2024-09-30	$809,501	14,330	+6.0%	Shares	Defined	2024-10-08
2024-06-30	$803,130	13,523	+14.8%	Shares	Defined	2024-07-22
2024-03-31	$682,652	11,778	+2.9%	Shares	Defined	2024-05-21
2023-12-31	$563,175	11,442	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.