Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$58,261
New position
Shares Held
705
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,674
of 2,859 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NBH Bank holds $5,286,132 across 7 Banks - Diversified names. WFC ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,166 | $3,654,966 | |
| 2 | BAC |
Bank Of America Corp /De/
|
19,352 | $1,102,676 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,451 | $354,439 | |
| 4 | TD |
Toronto Dominion Bank
|
605 | $73,465 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
705 | $58,261 | |
| 6 | C |
Citigroup Inc
|
267 | $37,369 | |
| 7 | UBS |
UBS Group AG
|
100 | $4,956 |
All Filings in WFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,261 | 705 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||