Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$231,392
+$8,484 QoQ
Shares Held
2,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,406
of 2,858 holders
Holding Since
Dec 2024
7 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, 2026Hickory Point Bank & Trust holds $5,855,342 across 6 Banks - Diversified names. WFC ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,342 | $2,075,925 | |
| 2 | C |
Citigroup Inc
|
11,138 | $1,558,873 | |
| 3 | BAC |
Bank Of America Corp /De/
|
23,487 | $1,338,288 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,997 | $578,006 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
2,800 | $231,392 | |
| 6 | TD |
Toronto Dominion Bank
|
600 | $72,858 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,392 | 2,800 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $222,908 | 2,800 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $270,280 | 2,900 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $243,078 | 2,900 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $242,523 | 3,027 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $217,308 | 3,027 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $220,694 | 3,142 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||