Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$45,369
+$1,664 QoQ
Shares Held
549
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,704
of 2,859 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, 2026BankPlus Trust Department holds $10,826,745 across 4 Banks - Diversified names. WFC ranks #4 (0.4% of the industry book) .
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,369 | 549 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $43,705 | 549 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $51,166 | 549 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $46,017 | 549 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $40,060 | 500 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $73,800 | 1,028 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $35,120 | 500 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||