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Chevy Chase Trust Holdings, LLC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on WFC, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 1,485,960 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,485,960 shares
    Change vs previous 13F -56,762 shares

    0.32% of the 13F portfolio, value $122,799,734.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,542,722 shares
    Change vs previous 13F -56,418 shares

    0.35% of the 13F portfolio, value $122,816,099.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,599,140 shares
    Change vs previous 13F -43,763 shares

    0.4% of the 13F portfolio, value $149,039,848.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,642,903 shares
    Change vs previous 13F -88,091 shares

    0.38% of the 13F portfolio, value $137,708,130.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,730,994 shares
    Change vs previous 13F -1,615 shares

    0.4% of the 13F portfolio, value $138,687,240.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,732,609 shares
    Change vs previous 13F -22,174 shares

    0.4% of the 13F portfolio, value $124,384,001.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,754,783 shares
    Change vs previous 13F -77,468 shares

    0.38% of the 13F portfolio, value $123,255,957.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,832,251 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $103,503,859.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).