Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$736,157
+$26,992 QoQ
Shares Held
8,908
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,552
of 2,859 holders
Holding Since
Mar 2025
6 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, 2026TOWER TRUST & INVESTMENT Co holds $7,286,215 across 5 Banks - Diversified names. WFC ranks #3 (10.1% of the industry book) .
All Filings in WFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,157 | 8,908 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $709,165 | 8,908 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $830,225 | 8,908 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $746,668 | 8,908 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $713,708 | 8,908 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $639,505 | 8,908 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||