NEVILLE RODIE & SHAW INC

Position in WFC — Wells Fargo & Company/Mn

CIK 71210 NEW YORK, NY

Position in WFC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$2,446,309

+$89,694 QoQ

Shares Held

29,602

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#932

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Financial Services · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $60,713,931 across 5 Banks - Diversified names. WFC ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	128,730	$42,137,190
2	BAC	Bank Of America Corp /De/	178,708	$10,182,781
3	BNY	Bank of New York Mellon Corp	37,725	$5,455,412
4	WFC	Wells Fargo & Company/Mn This page	29,602	$2,446,309
5	C	Citigroup Inc	3,517	$492,239

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,446,309	29,602	0.0%	Shares	Sole	2026-07-06
2026-03-31	$2,356,615	29,602	0.0%	Shares	Sole	2026-04-01
2025-12-31	$2,758,906	29,602	0.0%	Shares	Sole	2026-01-06
2025-09-30	$2,481,239	29,602	0.0%	Shares	Sole	2025-10-01
2025-06-30	$2,371,712	29,602	-11.4%	Shares	Sole	2025-07-02
2025-03-31	$2,399,437	33,423	0.0%	Shares	Sole	2025-04-01
2024-12-31	$2,347,631	33,423	+41.6%	Shares	Sole	2025-01-06
2024-09-30	$1,333,389	23,604	-7.6%	Shares	Sole	2024-10-01
2024-06-30	$1,517,592	25,553	0.0%	Shares	Sole	2024-07-01
2024-03-31	$1,481,051	25,553	-3.8%	Shares	Sole	2024-04-09
2023-12-31	$1,306,938	26,553	0.0%	Shares	Sole	2024-01-02
2023-09-30	$1,084,955	26,553	-9.0%	Shares	Sole	2023-10-10
2023-06-30	$1,245,274	29,177	-17.9%	Shares	Sole	2023-07-06
2023-03-31	$1,328,933	35,552	-1.4%	Shares	Sole	2023-04-04
2022-12-31	$1,488,587	36,052	0.0%	Shares	Sole	2023-01-03
2022-09-30	$1,450,011	36,052	-0.0%	Shares	Sole	2022-10-04
2022-06-30	$1,412,313	36,056	-9.0%	Shares	Sole	2022-07-06
2022-03-31	$1,919,209	39,604	0.0%	Shares	Sole	2022-04-05
2021-12-31	$1,900,199	39,604	0.0%	Shares	Sole	2022-01-05
2021-09-30	$1,838,021	39,604	-0.2%	Shares	Sole	2021-10-06
2021-06-30	$1,797,197	39,682	-1.6%	Shares	Sole	2021-07-06
2021-03-31	$1,575,771	40,332	-5.1%	Shares	Sole	2021-04-08
2020-12-31	$1,282,106	42,482	-4.5%	Shares	Sole	2021-03-04
2020-09-30	$1,045,771	44,482	-6.5%	Shares	Sole	2020-10-01
2020-06-30	$1,218,355	47,592	-8.9%	Shares	Sole	2020-07-15
2020-03-31	$1,499,345	52,242	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.