National Philanthropic Trust

Position in WFC — Wells Fargo & Company/Mn

CIK 1785342 Jenkintown, PA

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,137,070

+$114,976 QoQ

Shares Held

25,860

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#988

of 2,853 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

National Philanthropic Trust holds $13,229,931 across 7 Banks - Diversified names. WFC ranks #2 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	30,367	$9,940,030
2	WFC	Wells Fargo & Company/Mn This page	25,860	$2,137,070
3	BAC	Bank Of America Corp /De/	5,295	$301,709
4	HSBC	Hsbc Holdings PLC	2,599	$247,138
5	TD	Toronto Dominion Bank	1,946	$236,302
6	RY	Royal Bank Of Canada	1,056	$218,560
7	SAN	Banco Santander, S.A.	10,806	$149,122

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,137,070	25,860	+1.8%	Shares	Sole	2026-08-14
2026-03-31	$2,022,094	25,400	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$2,377,532	25,510	+0.4%	Shares	Sole	2026-05-15
2025-09-30	$2,129,028	25,400	+5.3%	Shares	Sole	2026-05-15
2025-06-30	$1,932,895	24,125	+0.2%	Shares	Sole	2026-05-15
2025-03-31	$1,728,774	24,081	-9.1%	Shares	Sole	2026-05-15
2024-12-31	$1,861,500	26,502	+5.7%	Shares	Sole	2026-05-15
2024-09-30	$1,416,825	25,081	0.0%	Shares	Sole	2026-05-15
2024-06-30	$1,489,560	25,081	-7.5%	Shares	Sole	2026-05-15
2024-03-31	$1,571,585	27,115	-2.9%	Shares	Sole	2026-05-15
2023-12-31	$1,374,517	27,926	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.