AT
WFC icon

Arlington Trust’s Wells Fargo WFC Stock Holding History

Arlington 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 		$52.1K Hold
631
– – ﹤0.01% 265
2026
Q1 		$50.2K Buy
+631
New +$54.2K ﹤0.01% 225
2025
Q4 		– Sell
-902
Closed -$75.6K – 631
2025
Q3 		$75.6K Buy
902
+20
+2% +$1.62K 0.01% 306
2025
Q2 		$70.7K Buy
882
+397
+82% +$28.6K 0.01% 316
2025
Q1 		$34.8K Hold
485
– – 0.01% 400
2024
Q4 		$34.1K Hold
485
– – 0.01% 377
2024
Q3 		$27.4K Hold
485
– – 0.01% 388
2024
Q2 		$28.8K Hold
485
– – 0.01% 374
2024
Q1 		$28.1K Sell
485
-32
-6% -$1.67K 0.01% 315
2023
Q4 		$25.4K Buy
+517
New +$22.3K 0.01% 332

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Arlington Trust's WFC Position: Q2 2026 in Review

Arlington Trust held its Wells Fargo (WFC) position steady in Q2 2026 at 631 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Arlington Trust first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $75.6K in Q3 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Arlington Trust held 631 shares of Wells Fargo worth $52.1K as of Q2 2026.
  • Arlington Trust left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #265 holding.
  • Arlington Trust first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
  • Arlington Trust's Wells Fargo position peaked at $75.6K in Q3 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.