Bryn Mawr Trust Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1700481
PHILADELPHIA, PA
Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$657,649
+$8,271 QoQ
Shares Held
7,958
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,626
of 2,858 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $49,288,833 across 6 Banks - Diversified names. WFC ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
133,139 | $43,580,388 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
12,208 | $1,765,398 | |
| 3 | C |
Citigroup Inc
|
10,776 | $1,508,208 | |
| 4 | BAC |
Bank Of America Corp /De/
|
25,602 | $1,458,801 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
7,958 | $657,649 | |
| 6 | TD |
Toronto Dominion Bank
|
2,622 | $318,389 |
All Filings in WFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,649 | 7,958 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $649,378 | 8,157 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $509,058 | 5,462 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $379,369 | 4,526 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $397,635 | 4,963 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $319,609 | 4,452 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $270,704 | 3,854 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $200,821 | 3,555 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $218,258 | 3,675 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $213,003 | 3,675 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||