Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,622,471
-$41,696 QoQ
Shares Held
19,633
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,092
of 2,858 holders
Holding Since
Jun 2025
5 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, 2026Midwest Trust Co holds $173,910,906 across 6 Banks - Diversified names. WFC ranks #3 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
512,205 | $167,660,062 | |
| 2 | BAC |
Bank Of America Corp /De/
|
48,181 | $2,745,353 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
19,633 | $1,622,471 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
4,607 | $814,056 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,474 | $646,985 | |
| 6 | C |
Citigroup Inc
|
3,015 | $421,979 |
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,622,471 | 19,633 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,664,167 | 20,904 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,667,254 | 17,889 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,455,534 | 17,365 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,326,787 | 16,560 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||