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BTC Capital Management’s Wells Fargo WFC Stock Holding History

BTC Capital Management’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 		$10.6M Sell
128,450
-24,639
-16% -$1.98M 0.64% 46
2026
Q1 		$12.2M Buy
153,089
+7,041
+5% +$605K 0.82% 32
2025
Q4 		$13.6M Sell
146,048
-144,859
-50% -$12.6M 0.95% 28
2025
Q3 		$24.4M Buy
290,907
+136,384
+88% +$11.1M 1.68% 15
2025
Q2 		$12.4M Sell
154,523
-10,007
-6% -$722K 1.01% 28
2025
Q1 		$11.8M Sell
164,530
-4,658
-3% -$350K 1.08% 26
2024
Q4 		$11.9M Sell
169,188
-39,598
-19% -$2.7M 1.1% 25
2024
Q3 		$11.8M Buy
208,786
+33,024
+19% +$1.87M 1.05% 27
2024
Q2 		$10.4M Sell
175,762
-3,333
-2% -$197K 0.97% 31
2024
Q1 		$10.4M Buy
+179,095
New +$9.37M 0.95% 32
2023
Q3 		$6.37M Buy
155,788
+1,147
+0.7% +$49.5K 0.73% 42
2023
Q2 		$6.6M Sell
154,641
-2,102
-1% -$84.6K 0.71% 45
2023
Q1 		$5.85M Buy
156,743
+5,902
+4% +$257K 0.67% 50
2022
Q4 		$6.31M Sell
150,841
-5,453
-3% -$241K 0.76% 40
2022
Q3 		$6.29M Buy
156,294
+50,234
+47% +$2.16M 0.82% 35
2022
Q2 		$4.15M Buy
106,060
+12,928
+14% +$567K 0.51% 64
2022
Q1 		$4.52M Buy
+93,132
New +$4.98M 0.45% 74
2020
Q1 		– Sell
-4,600
Closed -$249K – 186
2019
Q4 		$249K Sell
4,600
-680
-13% -$35.6K 0.04% 168
2019
Q3 		$267K Hold
5,280
– – 0.04% 158
2019
Q2 		$249K Hold
5,280
– – 0.04% 170
2019
Q1 		$256K Hold
5,280
– – 0.04% 166
2018
Q4 		$243K Buy
5,280
+658
+14% +$33.7K 0.04% 160
2018
Q3 		$243K Sell
4,622
-2,140
-32% -$122K 0.04% 160
2018
Q2 		$374K Sell
6,762
-10,091
-60% -$541K 0.09% 116
2018
Q1 		$884K Sell
16,853
-64,239
-79% -$3.82M 0.14% 119
2017
Q4 		$4.93M Buy
81,092
+1,642
+2% +$92.7K 0.85% 38
2017
Q3 		$4.38M Sell
79,450
-3,112
-4% -$165K 0.78% 41
2017
Q2 		$4.58M Sell
82,562
-8,276
-9% -$443K 0.83% 36
2017
Q1 		$5.06M Sell
90,838
-290
-0.3% -$16.5K 0.94% 33
2016
Q4 		$5.02M Buy
91,128
+5,004
+6% +$252K 0.99% 28
2016
Q3 		$3.81M Buy
86,124
+3,637
+4% +$174K 0.79% 43
2016
Q2 		$3.9M Buy
82,487
+3,329
+4% +$162K 0.84% 39
2016
Q1 		$3.83M Buy
79,158
+69
+0.1% +$3.38K 0.88% 35
2015
Q4 		$4.3M Buy
79,089
+3,247
+4% +$176K 1.01% 27
2015
Q3 		$3.9M Buy
75,842
+6,201
+9% +$341K 0.94% 28
2015
Q2 		$3.92M Buy
69,641
+10,381
+18% +$579K 0.91% 29
2015
Q1 		$3.22M Buy
59,260
+5,888
+11% +$318K 0.74% 41
2014
Q4 		$2.92M Buy
53,372
+1,271
+2% +$67.3K 0.72% 49
2014
Q3 		$2.7M Buy
+52,101
New +$2.68M 0.68% 58

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

BTC Capital Management's WFC Position: Q2 2026 in Review

BTC Capital Management reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $1.98M and leaving 128,450 shares worth $10.6M. The position accounts for 0.64% of the portfolio, ranked #46.

BTC Capital Management first reported a position in WFC in Q3 2014 and has held it in 39 quarters since. The position peaked at $24.4M in Q3 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • BTC Capital Management held 128,450 shares of Wells Fargo worth $10.6M as of Q2 2026.
  • BTC Capital Management sold 24,639 Wells Fargo shares in Q2 2026, an estimated $1.98M.
  • Wells Fargo made up 0.64% of BTC Capital Management's portfolio in Q2 2026, its #46 holding.
  • BTC Capital Management first reported a position in Wells Fargo in Q3 2014 and has held it in 39 quarters since.
  • BTC Capital Management's Wells Fargo position peaked at $24.4M in Q3 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.