Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$385,432
-$81,400 QoQ
Shares Held
4,664
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,988
of 2,858 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Members Trust Co holds $4,382,068 across 4 Banks - Diversified names. WFC ranks #2 (8.8% of the industry book) .
All Filings in WFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,432 | 4,664 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $466,832 | 5,864 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,195,756 | 12,830 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,081,780 | 12,906 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,031,704 | 12,877 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $862,987 | 12,021 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $873,293 | 12,433 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $702,283 | 12,432 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $738,336 | 12,432 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $721,833 | 12,454 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $581,337 | 11,811 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $280,340 | 6,861 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $271,999 | 6,373 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||