Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$348,492
+$12,777 QoQ
Shares Held
4,217
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,072
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Grove Bank & Trust holds $16,880,447 across 15 Banks - Diversified names. WFC ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
30,891 | $10,111,550 | |
| 2 | BAC |
Bank Of America Corp /De/
|
77,031 | $4,389,226 | |
| 3 | C |
Citigroup Inc
|
4,470 | $625,621 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,862 | $559,130 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
4,217 | $348,492 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,287 | $330,723 | |
| 7 | BCS |
Barclays PLC
|
6,081 | $163,335 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,594 | $151,573 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,492 | 4,217 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $335,715 | 4,217 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $388,457 | 4,168 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $349,361 | 4,168 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $333,940 | 4,168 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $290,605 | 4,048 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $217,111 | 3,091 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $187,433 | 3,318 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $179,001 | 3,014 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $174,691 | 3,014 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $148,349 | 3,014 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $124,459 | 3,046 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $128,637 | 3,014 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $123,839 | 3,313 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $267,146 | 6,470 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $336,641 | 8,370 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $327,852 | 8,370 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $517,988 | 10,689 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $498,224 | 10,384 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $414,070 | 8,922 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $404,077 | 8,922 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $350,926 | 8,982 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $271,076 | 8,982 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $209,779 | 8,923 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $312,371 | 12,202 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $375,855 | 13,096 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||