Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$506,831
+$55,443 QoQ
Shares Held
6,133
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,803
of 2,858 holders
Holding Since
Sep 2022
16 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, 2026Colonial Trust Co / SC holds $22,212,829 across 10 Banks - Diversified names. WFC ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
51,229 | $16,768,788 | |
| 2 | BAC |
Bank Of America Corp /De/
|
47,813 | $2,724,384 | |
| 3 | C |
Citigroup Inc
|
6,381 | $893,084 | |
| 4 | RY |
Royal Bank Of Canada
|
4,000 | $827,880 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
6,133 | $506,831 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,026 | $292,979 | |
| 7 | TD |
Toronto Dominion Bank
|
867 | $105,279 | |
| 8 | BNS |
Bank Of Nova Scotia
|
1,000 | $86,840 |
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,831 | 6,133 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $451,388 | 5,670 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $493,214 | 5,292 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $444,246 | 5,300 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $482,883 | 6,027 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $431,529 | 6,011 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $455,014 | 6,478 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $370,404 | 6,557 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $127,035 | 2,139 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $171,619 | 2,961 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $148,545 | 3,018 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $107,666 | 2,635 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $103,029 | 2,414 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $82,497 | 2,207 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $93,315 | 2,260 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $93,069 | 2,314 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||