Washington Trust Advisors, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1900099
WELLESLEY, MA
Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$492,451
-$37,193 QoQ
Shares Held
5,959
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,822
of 2,853 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $10,677,033 across 6 Banks - Diversified names. WFC ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,204 | $9,559,345 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
5,959 | $492,451 | |
| 3 | BAC |
Bank Of America Corp /De/
|
4,931 | $280,967 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
1,897 | $274,324 | |
| 5 | C |
Citigroup Inc
|
414 | $57,943 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
479 | $12,003 |
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,451 | 5,959 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $529,644 | 6,653 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $626,583 | 6,723 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $426,391 | 5,087 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $419,347 | 5,234 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $374,168 | 5,212 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $490,766 | 6,987 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $385,148 | 6,818 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $414,779 | 6,984 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $419,282 | 7,234 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $351,922 | 7,150 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $288,062 | 7,050 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $202,729 | 4,750 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $197,103 | 5,273 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $233,535 | 5,656 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $421,706 | 10,485 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $399,337 | 10,195 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $379,005 | 7,821 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $456,625 | 9,517 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||