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American Trust’s Wells Fargo WFC Stock Holding History

American Trust’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$347K Sell
4,203
-20
-0.5% -$1.61K 0.03% 225
2026
Q1 		$336K Sell
4,223
-130
-3% -$11.2K 0.03% 208
2025
Q4 		$406K Buy
4,353
+61
+1% +$5.3K 0.03% 201
2025
Q3 		$360K Buy
4,292
+1,430
+50% +$116K 0.03% 219
2025
Q2 		$229K Sell
2,862
-72
-2% -$5.19K 0.02% 256
2025
Q1 		$211K Sell
2,934
-169
-5% -$12.7K 0.05% 117
2024
Q4 		$218K Buy
+3,103
New +$212K 0.02% 290
2024
Q3 		– Sell
-3,913
Closed -$232K – 290
2024
Q2 		$232K Buy
3,913
+175
+5% +$10.3K 0.02% 207
2024
Q1 		$217K Buy
+3,738
New +$196K 0.02% 255
2023
Q1 		– Sell
-15,168
Closed -$626K – 494
2022
Q4 		$626K Sell
15,168
-266
-2% -$11.8K 0.06% 178
2022
Q3 		$621K Sell
15,434
-360
-2% -$15.5K 0.05% 160
2022
Q2 		$619K Buy
15,794
+61
+0.4% +$2.68K 0.05% 183
2022
Q1 		$762K Sell
15,733
-818
-5% -$43.8K 0.05% 177
2021
Q4 		$794K Buy
+16,551
New +$815K 0.06% 121

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Trust's WFC Position: Q2 2026 in Review

American Trust reduced its Wells Fargo (WFC) stake by 0.47% in Q2 2026, selling an estimated $1.61K and leaving 4,203 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #225.

American Trust first reported a position in WFC in Q4 2021 and has held it in 14 quarters since. The position peaked at $794K in Q4 2021. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • American Trust held 4,203 shares of Wells Fargo worth $347K as of Q2 2026.
  • American Trust sold 20 Wells Fargo shares in Q2 2026, an estimated $1.61K.
  • Wells Fargo made up 0.03% of American Trust's portfolio in Q2 2026, its #225 holding.
  • American Trust first reported a position in Wells Fargo in Q4 2021 and has held it in 14 quarters since.
  • American Trust's Wells Fargo position peaked at $794K in Q4 2021.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.