American Trust

Position in WFC — Wells Fargo & Company/Mn

CIK 1905128 LEXINGTON, KY

Position in WFC

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

Position Value

$347,335

+$11,142 QoQ

Shares Held

4,203

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,078

of 2,858 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Financial Services · as of Jun 30, 2026

American Trust holds $13,326,522 across 6 Banks - Diversified names. WFC ranks #3 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	30,269	$9,907,951
2	BAC	Bank Of America Corp /De/	39,612	$2,257,091
3	WFC	Wells Fargo & Company/Mn This page	4,203	$347,335
4	C	Citigroup Inc	2,331	$326,246
5	BNY	Bank of New York Mellon Corp	1,831	$264,780
6	UBS	UBS Group AG	4,502	$223,119

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,335	4,203	-0.5%	Shares	Sole	2026-08-14
2026-03-31	$336,193	4,223	-3.0%	Shares	Sole	2026-05-01
2025-12-31	$405,699	4,353	+1.4%	Shares	Sole	2026-02-17
2025-09-30	$359,755	4,292	+50.0%	Shares	Sole	2025-11-17
2025-06-30	$229,303	2,862	-2.5%	Shares	Sole	2025-09-03
2025-03-31	$210,631	2,934	-5.4%	Shares	Sole	2025-05-16
2024-12-31	$217,954	3,103	-20.7%	Shares	Sole	2025-02-18
2024-06-30	$232,393	3,913	+4.7%	Shares	Sole	2024-09-12
2024-03-31	$216,654	3,738	-75.4%	Shares	Sole	2024-06-11
2022-12-31	$626,286	15,168	-1.7%	Shares	Defined	2023-02-16
2022-09-30	$620,755	15,434	-2.3%	Shares	Defined	2022-12-02
2022-06-30	$618,650	15,794	+0.4%	Shares	Defined	2022-10-03
2022-03-31	$762,421	15,733	-4.9%	Shares	Defined	2022-06-08
2021-12-31	$794,116	16,551	—	Shares	Defined	2022-03-17
No filing history on record for this holder in this stock.