Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$570,216
+$37,951 QoQ
Shares Held
6,900
+20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,724
of 2,853 holders
Holding Since
Sep 2024
7 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, 2026Trivium Point Advisory, LLC holds $18,347,400 across 6 Banks - Diversified names. WFC ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,061 | $10,821,857 | |
| 2 | C |
Citigroup Inc
|
27,215 | $3,809,011 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
15,673 | $2,266,472 | |
| 4 | BAC |
Bank Of America Corp /De/
|
11,875 | $676,637 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
6,900 | $570,216 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,137 | $203,207 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,216 | 6,900 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $532,265 | 5,711 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $457,657 | 5,460 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $397,555 | 4,962 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $298,502 | 4,158 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $251,037 | 3,574 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $171,277 | 3,032 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||