Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$923,502
+$33,861 QoQ
Shares Held
11,175
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,396
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, 2026Kentucky Trust Co holds $9,598,668 across 4 Banks - Diversified names. WFC ranks #2 (9.6% of the industry book) .
All Filings in WFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,502 | 11,175 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $889,641 | 11,175 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,041,510 | 11,175 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $953,452 | 11,375 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $919,377 | 11,475 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $823,790 | 11,475 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $806,004 | 11,475 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||