FIRST AMERICAN TRUST, FSB

Position in WFC — Wells Fargo & Company/Mn

CIK 36066 SANTA ANA, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$630,543

-$95,500 QoQ

Shares Held

7,630

-16.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,646

of 2,858 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FIRST AMERICAN TRUST, FSB holds $50,952,381 across 5 Banks - Diversified names. WFC ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	69,077	$22,610,973
2	C	Citigroup Inc	116,352	$16,284,625
3	BNY	Bank of New York Mellon Corp	76,204	$11,019,859
4	WFC	Wells Fargo & Company/Mn This page	7,630	$630,543
5	BAC	Bank Of America Corp /De/	7,132	$406,381

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$630,543	7,630	-16.3%	Shares	Sole	2026-08-10
2026-03-31	$726,043	9,120	-62.5%	Shares	Sole	2026-05-12
2025-12-31	$2,267,648	24,331	-11.1%	Shares	Sole	2026-02-11
2025-09-30	$2,293,733	27,365	-83.8%	Shares	Sole	2025-11-10
2025-06-30	$13,542,282	169,025	+2.7%	Shares	Sole	2025-08-11
2025-03-31	$11,818,500	164,626	+13.5%	Shares	Sole	2025-05-12
2024-12-31	$10,192,315	145,107	+3966.9%	Shares	Sole	2025-02-11
2024-06-30	$211,903	3,568	-75.7%	Shares	Sole	2024-08-12
2023-03-31	$548,625	14,677	-93.8%	Shares	Sole	2023-04-26
2022-12-31	$9,716,444	235,322	+1.3%	Shares	Sole	2023-01-25
2022-09-30	$9,347,006	232,397	+0.0%	Shares	Sole	2022-10-18
2022-06-30	$9,102,441	232,383	-24.4%	Shares	Sole	2022-07-19
2022-03-31	$14,889,867	307,261	+3.7%	Shares	Sole	2022-04-12
2021-12-31	$14,213,066	296,229	+4.0%	Shares	Sole	2022-01-11
2021-09-30	$13,222,255	284,901	+5.1%	Shares	Sole	2021-10-21
2021-06-30	$12,277,393	271,084	-3.5%	Shares	Sole	2021-07-29
2021-03-31	$10,970,347	280,787	+59.7%	Shares	Sole	2021-04-27
2020-12-31	$5,305,553	175,797	-13.8%	Shares	Sole	2021-01-28
2020-09-30	$4,793,782	203,904	+3.8%	Shares	Sole	2020-10-14
2020-06-30	$5,031,039	196,525	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.