Position in WFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$913,914
+$33,508 QoQ
Shares Held
11,059
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,409
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ROCKLAND TRUST CO holds $36,149,972 across 8 Banks - Diversified names. WFC ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
83,244 | $27,248,257 | |
| 2 | BAC |
Bank Of America Corp /De/
|
82,701 | $4,712,302 | |
| 3 | TD |
Toronto Dominion Bank
|
8,417 | $1,022,075 | |
| 4 | RY |
Royal Bank Of Canada
|
4,800 | $993,456 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
11,059 | $913,914 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,243 | $573,038 | |
| 7 | BNS |
Bank Of Nova Scotia
|
3,977 | $345,362 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,362 | $341,568 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,914 | 11,059 | Shares | Defined | 2026-07-08 | |
| 2026-03-31 | $880,406 | 11,059 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $1,027,250 | 11,022 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $813,053 | 9,700 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $789,182 | 9,850 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $707,130 | 9,850 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $691,864 | 9,850 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $556,426 | 9,850 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $584,990 | 9,850 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $609,507 | 10,516 | Shares | Defined | 2024-04-11 | |
| 2023-12-31 | $583,797 | 11,861 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $569,506 | 13,938 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $608,830 | 14,265 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $583,277 | 15,604 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $664,933 | 16,104 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $646,495 | 16,074 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $644,933 | 16,465 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $1,045,329 | 21,571 | Shares | Defined | 2022-04-18 | |
| 2021-12-31 | $1,315,754 | 27,423 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $1,422,698 | 30,655 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $2,213,639 | 48,877 | Shares | Defined | 2021-07-21 | |
| 2021-03-31 | $15,959,820 | 408,493 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $12,637,874 | 418,750 | Shares | Defined | 2021-01-04 | |
| 2020-09-30 | $9,433,433 | 401,252 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $10,664,318 | 416,575 | Shares | Defined | 2020-07-09 | |
| 2020-03-31 | $15,367,729 | 535,461 | Shares | Defined | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||