Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$110,737
-$16,877 QoQ
Shares Held
1,340
-16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,590
of 2,859 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Clearstead Trust, LLC holds $12,247,471 across 6 Banks - Diversified names. WFC ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,624 | $11,333,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,577 | $317,777 | |
| 3 | TD |
Toronto Dominion Bank
|
2,396 | $290,946 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
1,340 | $110,737 | |
| 5 | C |
Citigroup Inc
|
707 | $98,951 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
661 | $95,587 |
All Filings in WFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,737 | 1,340 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $127,614 | 1,603 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $149,399 | 1,603 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $143,835 | 1,716 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $189,563 | 2,366 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $93,327 | 1,300 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $100,513 | 1,431 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $80,837 | 1,431 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $84,987 | 1,431 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $93,721 | 1,617 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $70,433 | 1,431 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $65,089 | 1,593 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $131,497 | 3,081 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,149 | 111 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $226,310 | 5,481 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,464 | 111 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,347 | 111 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $18,802 | 388 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,942 | 499 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $26,453 | 570 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||