Haverford Trust Co

Bank

Position in WFC — Wells Fargo & Company/Mn

CIK 842941 RADNOR, PA

Back to WFC Full portfolio

Position in WFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,967,298

-$82,781 QoQ

Shares Held

48,007

-5.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#754

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in WFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Haverford Trust Co holds $444,362,953 across 5 Banks - Diversified names. WFC ranks #2 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,330,284	$435,441,861
2	WFC	Wells Fargo & Company/Mn This page	48,007	$3,967,298
3	C	Citigroup Inc	17,868	$2,500,805
4	BAC	Bank Of America Corp /De/	33,609	$1,915,040
5	BNY	Bank of New York Mellon Corp	3,720	$537,949

All Filings in WFC

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,967,298	48,007	-5.6%	Shares	Defined	2026-08-12
2026-03-31	$4,050,079	50,874	+4.8%	Shares	Defined	2026-05-11
2025-12-31	$4,523,089	48,531	+1.4%	Shares	Defined	2026-02-13
2025-09-30	$4,012,379	47,869	-6.0%	Shares	Defined	2025-11-14
2025-06-30	$4,078,428	50,904	-7.7%	Shares	Defined	2025-08-13
2025-03-31	$3,959,362	55,152	+1.5%	Shares	Defined	2025-05-14
2024-12-31	$3,815,366	54,319	+1.4%	Shares	Defined	2025-02-11
2024-09-30	$3,025,886	53,565	+1.3%	Shares	Defined	2024-11-05
2024-06-30	$3,140,127	52,873	+0.2%	Shares	Defined	2024-08-13
2024-03-31	$3,058,723	52,773	+25.1%	Shares	Defined	2024-05-02
2023-12-31	$2,076,788	42,194	+1.0%	Shares	Defined	2024-02-08
2023-09-30	$1,707,457	41,788	-10.4%	Shares	Defined	2023-11-09
2023-06-30	$1,991,491	46,661	-6.7%	Shares	Defined	2023-08-08
2023-03-31	$1,870,158	50,031	+10.1%	Shares	Defined	2023-05-12
2022-12-31	$1,876,795	45,454	-14.5%	Shares	Defined	2023-02-13
2022-09-30	$2,139,020	53,183	-5.1%	Shares	Defined	2022-11-14
2022-06-30	$2,194,303	56,020	-1.5%	Shares	Defined	2022-08-12
2022-03-31	$2,756,065	56,873	+20.8%	Shares	Defined	2022-05-05
2021-12-31	$2,258,706	47,076	-0.9%	Shares	Defined	2022-02-14
2021-09-30	$2,203,732	47,484	+11.6%	Shares	Defined	2021-11-12
2021-06-30	$1,927,768	42,565	+16.3%	Shares	Defined	2021-08-16
2021-03-31	$1,430,157	36,605	-16.0%	Shares	Defined	2021-05-12
2020-12-31	$1,315,063	43,574	-19.4%	Shares	Defined	2021-02-05
2020-09-30	$1,271,279	54,074	-28.4%	Shares	Defined	2020-11-10
2020-06-30	$1,934,156	75,553	-47.5%	Shares	Defined	2020-08-13
2020-03-31	$4,129,729	143,893	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.