FARMERS & MERCHANTS TRUST Co OF LONG BEACH
BankPosition in WFC — Wells Fargo & Company/Mn
CIK 1737090
LONG BEACH, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,529,500
+$63,164 QoQ
Shares Held
18,508
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,121
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FARMERS & MERCHANTS TRUST Co OF LONG BEACH holds $20,378,138 across 6 Banks - Diversified names. WFC ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
41,459 | $13,570,773 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
26,741 | $3,867,015 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
18,508 | $1,529,500 | |
| 4 | BAC |
Bank Of America Corp /De/
|
12,352 | $703,816 | |
| 5 | C |
Citigroup Inc
|
3,567 | $499,237 | |
| 6 | RY |
Royal Bank Of Canada
|
1,004 | $207,797 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,529,500 | 18,508 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,466,336 | 18,419 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,613,011 | 17,307 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,462,910 | 17,453 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,350,743 | 16,859 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $367,349 | 5,117 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $359,418 | 5,117 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $571,509 | 10,117 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $633,334 | 10,664 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,281,089 | 22,103 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,132,306 | 23,005 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $948,483 | 23,213 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $981,853 | 23,005 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $666,485 | 17,830 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $779,761 | 18,885 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $743,346 | 18,482 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $750,379 | 19,157 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $956,842 | 19,745 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $934,746 | 19,482 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $915,065 | 19,717 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $880,392 | 19,439 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $1,145,571 | 29,321 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $882,009 | 29,225 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $725,259 | 30,849 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $794,982 | 31,054 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $993,622 | 34,621 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||