Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,137,370
+$543,218 QoQ
Shares Held
50,065
+10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#743
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fiduciary Trust Co holds $134,689,276 across 11 Banks - Diversified names. WFC ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
308,296 | $100,914,529 | |
| 2 | BAC |
Bank Of America Corp /De/
|
189,618 | $10,804,432 | |
| 3 | TD |
Toronto Dominion Bank
|
85,740 | $10,411,407 | |
| 4 | C |
Citigroup Inc
|
30,325 | $4,244,286 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
50,065 | $4,137,370 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
8,660 | $1,252,322 | |
| 7 | ING |
Ing Groep NV
|
38,431 | $1,205,964 | |
| 8 | RY |
Royal Bank Of Canada
|
3,477 | $719,633 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,137,370 | 50,065 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,594,152 | 45,147 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,293,816 | 46,071 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,898,216 | 46,507 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,954,242 | 49,354 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,498,253 | 48,729 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,344,195 | 47,611 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,593,286 | 45,907 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,702,838 | 45,510 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,670,100 | 46,068 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,232,913 | 45,366 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,959,767 | 47,963 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,265,667 | 53,085 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,704,666 | 72,356 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,426,119 | 82,977 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,386,242 | 84,193 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,418,639 | 87,277 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,450,032 | 91,829 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,557,571 | 94,989 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,528,594 | 97,578 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,484,660 | 99,021 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,776,073 | 122,244 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $3,793,505 | 125,696 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $3,338,419 | 142,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,811,059 | 187,932 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,282,825 | 253,757 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||