Position in WFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$722,190
+$30,300 QoQ
Shares Held
8,739
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,560
of 2,859 holders
Holding Since
Mar 2020
25 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, 2026Old North State Trust, LLC holds $7,145,149 across 6 Banks - Diversified names. WFC ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
10,089 | $2,088,120 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
5,330 | $1,744,668 | |
| 3 | C |
Citigroup Inc
|
7,862 | $1,100,365 | |
| 4 | BAC |
Bank Of America Corp /De/
|
18,721 | $1,066,722 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
8,739 | $722,190 | |
| 6 | BNS |
Bank Of Nova Scotia
|
4,872 | $423,084 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,190 | 8,739 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $691,890 | 8,691 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $834,046 | 8,949 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $750,105 | 8,949 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $763,864 | 9,534 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $681,358 | 9,491 | Shares | Sole | 2025-06-23 | |
| 2024-12-31 | $666,647 | 9,491 | Shares | Sole | 2025-03-10 | |
| 2024-09-30 | $543,094 | 9,614 | Shares | Sole | 2024-11-29 | |
| 2024-06-30 | $471,200 | 7,934 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $459,854 | 7,934 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $351,682 | 8,607 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $387,491 | 9,079 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $786,512 | 21,041 | Shares | Sole | 2023-05-24 | |
| 2022-12-31 | $800,200 | 19,380 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $633,263 | 15,745 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $391 | 10 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $484 | 10 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $473,082 | 9,860 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $388,637 | 8,374 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $393,253 | 8,683 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $378,979 | 9,700 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $303,309 | 10,050 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $285,858 | 12,159 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $309,324 | 12,083 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $351,948 | 12,263 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||