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Community Trust & Investment’s Wells Fargo WFC Stock Holding History

Community Trust & Investment’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 		$424K Sell
5,134
-181
-3% -$14.5K 0.02% 120
2026
Q1 		$423K Sell
5,315
-198
-4% -$17K 0.02% 121
2025
Q4 		$514K Buy
5,513
+181
+3% +$15.7K 0.03% 112
2025
Q3 		$447K Hold
5,332
– – 0.02% 119
2025
Q2 		$427K Buy
5,332
+198
+4% +$14.3K 0.02% 112
2025
Q1 		$369K Sell
5,134
-284
-5% -$21.3K 0.02% 111
2024
Q4 		$381K Sell
5,418
-830
-13% -$56.7K 0.02% 108
2024
Q3 		$353K Buy
6,248
+1,629
+35% +$92.1K 0.02% 112
2024
Q2 		$274K Hold
4,619
– – 0.02% 105
2024
Q1 		$268K Hold
4,619
– – 0.02% 105
2023
Q4 		$227K Buy
+4,619
New +$199K 0.02% 110
2022
Q2 		– Sell
-4,619
Closed -$224K – 117
2022
Q1 		$224K Hold
4,619
– – 0.02% 105
2021
Q4 		$222K Sell
4,619
-300
-6% -$14.8K 0.02% 113
2021
Q3 		$228K Buy
4,919
+300
+6% +$13.9K 0.02% 109
2021
Q2 		$209K Buy
+4,619
New +$206K 0.02% 102
2020
Q1 		– Sell
-5,464
Closed -$294K – 66
2019
Q4 		$294K Sell
5,464
-223
-4% -$11.7K 0.03% 56
2019
Q3 		$287K Buy
5,687
+111
+2% +$5.23K 0.03% 57
2019
Q2 		$264K Sell
5,576
-912
-14% -$42.6K 0.03% 56
2019
Q1 		$313K Sell
6,488
-540
-8% -$26.6K 0.04% 60
2018
Q4 		$324K Buy
7,028
+55
+0.8% +$2.82K 0.05% 52
2018
Q3 		$367K Sell
6,973
-750
-10% -$42.8K 0.04% 54
2018
Q2 		$428K Buy
7,723
+894
+13% +$47.9K 0.05% 53
2018
Q1 		$357K Sell
6,829
-148,511
-96% -$8.82M 0.04% 51
2017
Q4 		$9.42M Sell
155,340
-19,119
-11% -$1.08M 1.18% 35
2017
Q3 		$9.62M Sell
174,459
-26,084
-13% -$1.39M 1.03% 41
2017
Q2 		$11.1M Buy
200,543
+1,143
+0.6% +$61.2K 1.24% 39
2017
Q1 		$11.1M Sell
199,400
-708
-0.4% -$40.2K 1.29% 33
2016
Q4 		$11M Sell
200,108
-7,169
-3% -$360K 1.31% 32
2016
Q3 		$9.18M Sell
207,277
-68,046
-25% -$3.26M 1.17% 36
2016
Q2 		$13M Buy
275,323
+6,880
+3% +$335K 1.66% 28
2016
Q1 		$13M Buy
268,443
+5,446
+2% +$267K 1.66% 29
2015
Q4 		$14.3M Sell
262,997
-2,212
-0.8% -$120K 1.87% 21
2015
Q3 		$13.6M Buy
265,209
+2,088
+0.8% +$115K 1.84% 20
2015
Q2 		$14.8M Sell
263,121
-2,827
-1% -$158K 1.94% 20
2015
Q1 		$14.5M Sell
265,948
-6,413
-2% -$347K 1.95% 23
2014
Q4 		$14.9M Sell
272,361
-36,630
-12% -$1.94M 2.05% 19
2014
Q3 		$16M Sell
308,991
-45,398
-13% -$2.34M 2.34% 19
2014
Q2 		$18.6M Buy
354,389
+24,287
+7% +$1.22M 2.82% 7
2014
Q1 		$16.4M Buy
330,102
+64,210
+24% +$2.99M 2.77% 11
2013
Q4 		$12.1M Sell
265,892
-2,167
-0.8% -$93.6K 2.22% 21
2013
Q3 		$11.1M Sell
268,059
-1,124
-0.4% -$48K 2.27% 20
2013
Q2 		$11.1M Buy
+269,183
New +$10.5M 2.36% 11

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Community Trust & Investment's WFC Position: Q2 2026 in Review

Community Trust & Investment reduced its Wells Fargo (WFC) stake by 3.4% in Q2 2026, selling an estimated $14.5K and leaving 5,134 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #120.

Community Trust & Investment first reported a position in WFC in Q2 2013 and has held it in 42 quarters since. The position peaked at $18.6M in Q2 2014. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Community Trust & Investment held 5,134 shares of Wells Fargo worth $424K as of Q2 2026.
  • Community Trust & Investment sold 181 Wells Fargo shares in Q2 2026, an estimated $14.5K.
  • Wells Fargo made up 0.02% of Community Trust & Investment's portfolio in Q2 2026, its #120 holding.
  • Community Trust & Investment first reported a position in Wells Fargo in Q2 2013 and has held it in 42 quarters since.
  • Community Trust & Investment's Wells Fargo position peaked at $18.6M in Q2 2014.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Community Trust & Investment's 13F filing for Q2 2026, filed 8 Jul 2026.