Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,203,975
-$195,455 QoQ
Shares Held
87,173
-6.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#586
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FIRST NATIONAL BANK OF OMAHA holds $107,688,529 across 6 Banks - Diversified names. WFC ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
155,692 | $50,962,661 | |
| 2 | C |
Citigroup Inc
|
147,899 | $20,699,943 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
117,779 | $17,032,020 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
87,173 | $7,203,975 | |
| 5 | RY |
Royal Bank Of Canada
|
33,406 | $6,914,039 | |
| 6 | BAC |
Bank Of America Corp /De/
|
85,572 | $4,875,891 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,203,975 | 87,173 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $7,399,430 | 92,946 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,799,104 | 94,411 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $6,312,148 | 75,306 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,285,173 | 78,447 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $5,744,347 | 80,016 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $6,504,364 | 92,602 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,482,523 | 97,053 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $6,201,265 | 104,416 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,637,727 | 80,016 | Shares | Sole | 2025-06-03 | |
| 2023-12-31 | $5,156,680 | 104,768 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,398,946 | 107,659 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $5,075,846 | 118,928 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,627,643 | 123,800 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,181,976 | 125,502 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,580,575 | 113,888 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,585,748 | 117,073 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $5,937,221 | 122,518 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,153,050 | 128,242 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,070,891 | 130,810 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,335,255 | 139,882 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,465,189 | 139,882 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,176,247 | 138,378 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $4,733,315 | 201,332 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,018,418 | 196,032 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,258,098 | 183,209 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||