Position in WFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$263,538
+$9,662 QoQ
Shares Held
3,189
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,302
of 2,858 holders
Holding Since
Dec 2021
19 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, 2026City State Bank holds $4,756,052 across 9 Banks - Diversified names. WFC ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,656 | $2,833,368 | |
| 2 | BAC |
Bank Of America Corp /De/
|
14,106 | $803,759 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,099 | $303,536 | |
| 4 | C |
Citigroup Inc
|
1,925 | $269,423 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
3,189 | $263,538 | |
| 6 | BNS |
Bank Of Nova Scotia
|
1,655 | $143,720 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
995 | $114,425 | |
| 8 | TD |
Toronto Dominion Bank
|
153 | $18,578 |
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,538 | 3,189 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $253,876 | 3,189 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $299,544 | 3,214 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $245,508 | 2,929 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $254,701 | 3,179 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $228,220 | 3,179 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $237,340 | 3,379 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $190,879 | 3,379 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $200,678 | 3,379 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $210,336 | 3,629 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $198,307 | 4,029 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $245,160 | 6,000 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $344,000 | 8,060 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $275,341 | 7,366 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $271,646 | 6,579 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $487,587 | 12,123 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $222,720 | 5,686 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $301,421 | 6,220 | Shares | Sole | 2022-06-01 | |
| 2021-12-31 | $298,435 | 6,220 | Shares | Sole | 2022-03-23 | |
| No filing history on record for this holder in this stock. | ||||||