Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$131,314
-$11,665 QoQ
Shares Held
1,589
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,571
of 2,859 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CITY HOLDING CO holds $17,852,544 across 9 Banks - Diversified names. WFC ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
44,128 | $14,444,418 | |
| 2 | BAC |
Bank Of America Corp /De/
|
47,884 | $2,728,430 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
1,823 | $263,624 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
1,589 | $131,314 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
5,000 | $99,450 | |
| 6 | C |
Citigroup Inc
|
582 | $81,456 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
700 | $66,563 | |
| 8 | ING |
Ing Groep NV
|
1,005 | $31,536 |
All Filings in WFC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,314 | 1,589 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $142,979 | 1,796 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $160,397 | 1,721 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $167,891 | 2,003 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $128,993 | 1,610 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $132,811 | 1,850 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $102,550 | 1,460 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $65,528 | 1,160 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $68,892 | 1,160 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $67,233 | 1,160 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $57,095 | 1,160 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $47,397 | 1,160 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $49,508 | 1,160 | Shares | Sole | 2023-07-13 | |
| 2022-06-30 | $7,481 | 191 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $138,159 | 2,851 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $136,790 | 2,851 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $189,631 | 4,086 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $190,716 | 4,211 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $164,523 | 4,211 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $114,865 | 3,806 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,298,527 | 55,233 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,543,526 | 60,294 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,708,195 | 59,519 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||