Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$193,212
+$7,084 QoQ
Shares Held
2,338
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,516
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CNB Bank holds $5,889,787 across 6 Banks - Diversified names. WFC ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,224 | $5,310,601 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
2,338 | $193,212 | |
| 3 | C |
Citigroup Inc
|
1,312 | $183,627 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,894 | $107,920 | |
| 5 | TD |
Toronto Dominion Bank
|
690 | $83,786 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
535 | $10,641 |
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,212 | 2,338 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $186,128 | 2,338 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $218,926 | 2,349 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $207,286 | 2,473 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $198,136 | 2,473 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $177,680 | 2,475 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $179,182 | 2,551 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $144,162 | 2,552 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $153,404 | 2,583 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $151,507 | 2,614 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $120,441 | 2,447 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $101,291 | 2,479 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $52,197 | 1,223 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $94,981 | 2,541 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $99,755 | 2,416 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $97,171 | 2,416 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $94,633 | 2,416 | Shares | Other | 2022-08-19 | |
| 2022-03-31 | $124,057 | 2,560 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $125,803 | 2,622 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $122,383 | 2,637 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $133,696 | 2,952 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $121,546 | 3,111 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $98,115 | 3,251 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $86,305 | 3,671 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $173,465 | 6,776 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $136,726 | 4,764 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||