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Blue Trust Inc’s Wells Fargo WFC Stock Holding History

Blue Trust Inc’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 		$2.2M Sell
26,563
-847
-3% -$68.1K 0.02% 176
2026
Q1 		$2.18M Sell
27,410
-9,497
-26% -$816K 0.03% 176
2025
Q4 		$3.44M Sell
36,907
-1,861
-5% -$162K 0.04% 130
2025
Q3 		$3.25M Sell
38,768
-2,994
-7% -$243K 0.04% 134
2025
Q2 		$3.35M Buy
41,762
+5,439
+15% +$392K 0.04% 126
2025
Q1 		$2.61M Buy
36,323
+4,160
+13% +$312K 0.03% 136
2024
Q4 		$2.26M Sell
32,163
-13,935
-30% -$951K 0.03% 136
2024
Q3 		$2.74M Buy
46,098
+14,979
+48% +$847K 0.04% 122
2024
Q2 		$1.8M Buy
31,119
+3,613
+13% +$213K 0.02% 143
2024
Q1 		$1.59M Buy
27,506
+2,202
+9% +$115K 0.02% 130
2023
Q4 		$1.03M Buy
25,304
+1,574
+7% +$67.9K 0.02% 162
2023
Q3 		$1.01M Sell
23,730
-62
-0.3% -$2.68K 0.02% 168
2023
Q2 		$889K Sell
23,792
-8,496
-26% -$342K 0.01% 176
2023
Q1 		$1.33M Sell
32,288
-784
-2% -$34.2K 0.02% 162
2022
Q4 		$1.33M Buy
33,072
+4,581
+16% +$203K 0.02% 154
2022
Q3 		$1.12M Buy
28,491
+3,733
+15% +$160K 0.02% 144
2022
Q2 		$1.2M Buy
+24,758
New +$1.09M 0.02% 129

Other funds holding WFC

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Blue Trust Inc's WFC Position: Q2 2026 in Review

Blue Trust Inc reduced its Wells Fargo (WFC) stake by 3.1% in Q2 2026, selling an estimated $68.1K and leaving 26,563 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #176.

Blue Trust Inc first reported a position in WFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.44M in Q4 2025. 980 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Blue Trust Inc held 26,563 shares of Wells Fargo worth $2.2M as of Q2 2026.
  • Blue Trust Inc sold 847 Wells Fargo shares in Q2 2026, an estimated $68.1K.
  • Wells Fargo made up 0.02% of Blue Trust Inc's portfolio in Q2 2026, its #176 holding.
  • Blue Trust Inc first reported a position in Wells Fargo in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Wells Fargo position peaked at $3.44M in Q4 2025.
  • 980 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.