Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,916,008
+$7,200 QoQ
Shares Held
23,185
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,027
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 30%
Shared 70%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Bancorp, Inc. holds $12,190,996 across 12 Banks - Diversified names. WFC ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
20,184 | $6,606,828 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,711 | $2,832,532 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
23,185 | $1,916,008 | |
| 4 | TD |
Toronto Dominion Bank
|
2,890 | $350,932 | |
| 5 | C |
Citigroup Inc
|
2,105 | $294,615 | |
| 6 | BNS |
Bank Of Nova Scotia
|
735 | $63,827 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
2,185 | $54,756 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
187 | $27,042 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,916,008 | 23,185 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,908,808 | 23,977 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,218,532 | 23,804 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,987,875 | 23,716 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,992,504 | 24,869 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,845,433 | 25,706 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,987,370 | 28,294 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,156,463 | 20,472 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,427,082 | 24,029 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,393,126 | 24,036 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,188,170 | 24,140 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,462,591 | 60,269 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,016,024 | 70,666 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,657,194 | 71,086 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,911,935 | 70,524 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,823,202 | 70,194 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,356,477 | 85,690 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $4,044,568 | 83,462 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,992,127 | 83,204 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,149,943 | 46,325 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $302,220 | 6,673 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $269,426 | 6,896 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $217,627 | 7,211 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $176,583 | 7,511 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $203,878 | 7,964 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $260,854 | 9,089 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||