Colonial Trust’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$507K Buy
6,133
+463
+8% +$37.2K 0.06% 176
2026
Q1
$451K Buy
5,670
+378
+7% +$32.5K 0.06% 191
2025
Q4
$493K Sell
5,292
-8
-0.2% -$695 0.07% 186
2025
Q3
$444K Sell
5,300
-727
-12% -$59K 0.06% 199
2025
Q2
$483K Buy
6,027
+16
+0.3% +$1.15K 0.07% 178
2025
Q1
$432K Sell
6,011
-467
-7% -$35.1K 0.07% 186
2024
Q4
$455K Sell
6,478
-79
-1% -$5.39K 0.07% 187
2024
Q3
$370K Buy
6,557
+4,418
+207% +$250K 0.06% 209
2024
Q2
$127K Sell
2,139
-822
-28% -$48.5K 0.02% 361
2024
Q1
$172K Sell
2,961
-57
-2% -$2.98K 0.03% 301
2023
Q4
$149K Buy
3,018
+383
+15% +$16.5K 0.03% 319
2023
Q3
$108K Buy
2,635
+221
+9% +$9.54K 0.03% 327
2023
Q2
$103K Buy
2,414
+207
+9% +$8.33K 0.02% 339
2023
Q1
$82.5K Sell
2,207
-53
-2% -$2.31K 0.02% 375
2022
Q4
$93.3K Sell
2,260
-54
-2% -$2.39K 0.03% 323
2022
Q3
$93K Buy
+2,314
New +$99.4K 0.03% 235

Other funds holding WFC

Colonial Trust's WFC Position: Q2 2026 in Review

Colonial Trust increased its Wells Fargo (WFC) stake by 8.2% in Q2 2026, buying an estimated $37.2K and bringing the position to 6,133 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #176.

Colonial Trust first reported a position in WFC in Q3 2022 and has held it in 16 quarters since. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Colonial Trust held 6,133 shares of Wells Fargo worth $507K as of Q2 2026.
  • Colonial Trust bought 463 Wells Fargo shares in Q2 2026, an estimated $37.2K.
  • Wells Fargo made up 0.06% of Colonial Trust's portfolio in Q2 2026, its #176 holding.
  • Colonial Trust first reported a position in Wells Fargo in Q3 2022 and has held it in 16 quarters since.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.