Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,543,467
+$56,592 QoQ
Shares Held
18,677
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,112
of 2,853 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $29,417,786 across 12 Banks - Diversified names. WFC ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
66,710 | $21,836,184 | |
| 2 | BAC |
Bank Of America Corp /De/
|
87,207 | $4,969,054 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
18,677 | $1,543,467 | |
| 4 | RY |
Royal Bank Of Canada
|
1,444 | $298,864 | |
| 5 | C |
Citigroup Inc
|
2,014 | $281,879 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,500 | $265,050 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,060 | $153,286 | |
| 8 | TD |
Toronto Dominion Bank
|
515 | $62,536 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,543,467 | 18,677 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,486,875 | 18,677 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,693,350 | 18,169 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,787,377 | 21,324 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,538,223 | 19,199 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,392,654 | 19,399 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,258,560 | 17,918 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,018,119 | 18,023 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,070,385 | 18,023 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,044,613 | 18,023 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $911,702 | 18,523 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $826,066 | 20,217 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $867,684 | 20,330 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $762,252 | 20,392 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $1,022,174 | 24,756 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $1,033,895 | 25,706 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $961,153 | 24,538 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $725,009 | 14,961 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $590,010 | 12,297 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $570,703 | 12,297 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $448,325 | 9,899 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $396,521 | 10,149 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $153,133 | 5,074 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $367,390 | 15,627 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $688,358 | 26,889 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $806,154 | 28,089 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||