Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,068,534
+$34,401 QoQ
Shares Held
12,930
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,312
of 2,853 holders
Holding Since
Mar 2020
26 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, 2026PARK NATIONAL CORP /OH/ holds $105,369,050 across 7 Banks - Diversified names. WFC ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
299,326 | $97,978,378 | |
| 2 | BAC |
Bank Of America Corp /De/
|
65,576 | $3,736,519 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
12,058 | $1,743,707 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
12,930 | $1,068,534 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
2,325 | $410,827 | |
| 6 | UBS |
UBS Group AG
|
4,595 | $227,728 | |
| 7 | BCS |
Barclays PLC
|
7,571 | $203,357 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068,534 | 12,930 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $1,034,133 | 12,990 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,163,322 | 12,482 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,054,623 | 12,582 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,000,057 | 12,482 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $977,708 | 13,619 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $967,907 | 13,780 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $775,438 | 13,727 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $818,512 | 13,782 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $798,167 | 13,771 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $677,808 | 13,771 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $583,807 | 14,288 | Shares | Sole | 2023-10-02 | |
| 2023-06-30 | $622,615 | 14,588 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $258,968 | 6,928 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $247,822 | 6,002 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $287,452 | 7,147 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $232,003 | 5,923 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $288,482 | 5,953 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $341,041 | 7,108 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $278,645 | 6,004 | Shares | Sole | 2021-10-01 | |
| 2021-06-30 | $271,921 | 6,004 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $238,639 | 6,108 | Shares | Sole | 2021-04-01 | |
| 2020-12-31 | $211,259 | 7,000 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $238,413 | 10,141 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $342,604 | 13,383 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $425,792 | 14,836 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||