BankPlus Trust Department’s Wells Fargo WFC Stock Holding History

BankPlus Trust Department’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	$45.4K	Hold	549	–	–	0.01%	282
2026 Q1	$43.7K	Hold	549	–	–	0.01%	270
2025 Q4	$51.2K	Hold	549	–	–	0.01%	253
2025 Q3	$46K	Buy	549 +49	+10%	+$3.97K	0.01%	253
2025 Q2	$40.1K	Sell	500 -528	-51%	-$38.1K	0.01%	249
2025 Q1	$73.8K	Buy	1,028 +528	+106%	+$39.6K	0.02%	195
2024 Q4	$35.1K	Buy	+500	New	+$34.1K	0.01%	249

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BankPlus Trust Department's WFC Position: Q2 2026 in Review

BankPlus Trust Department held its Wells Fargo (WFC) position steady in Q2 2026 at 549 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #282.

BankPlus Trust Department first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.8K in Q1 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

BankPlus Trust Department held 549 shares of Wells Fargo worth $45.4K as of Q2 2026.
BankPlus Trust Department left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #282 holding.
BankPlus Trust Department first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Wells Fargo position peaked at $73.8K in Q1 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.