First Citizens Bank & 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 | $2.3M | Sell |
27,837
-2,246
| -7% | -$180K | 0.03% | 198 |
|
|
2026
Q1 | $2.39M | Buy |
30,083
+194
| +0.6% | +$16.7K | 0.05% | 186 |
|
|
2025
Q4 | $2.79M | Buy |
29,889
+677
| +2% | +$58.8K | 0.06% | 164 |
|
|
2025
Q3 | $2.45M | Buy |
29,212
+955
| +3% | +$77.4K | 0.05% | 169 |
|
|
2025
Q2 | $2.26M | Sell |
28,257
-8,375
| -23% | -$604K | 0.04% | 172 |
|
|
2025
Q1 | $2.63M | Buy |
36,632
+778
| +2% | +$58.4K | 0.07% | 167 |
|
|
2024
Q4 | $2.52M | Sell |
35,854
-2,123
| -6% | -$145K | 0.05% | 163 |
|
|
2024
Q3 | $2.15M | Buy |
37,977
+564
| +2% | +$31.9K | 0.05% | 184 |
|
|
2024
Q2 | $2.22M | Buy |
37,413
+300
| +0.8% | +$17.7K | 0.04% | 182 |
|
|
2024
Q1 | $2.15M | Buy |
37,113
+12,809
| +53% | +$670K | 0.04% | 180 |
|
|
2023
Q4 | $1.2M | Sell |
24,304
-267
| -1% | -$11.5K | 0.02% | 198 |
|
|
2023
Q3 | $1M | Sell |
24,571
-170
| -0.7% | -$7.34K | 0.02% | 194 |
|
|
2023
Q2 | $1.06M | Sell |
24,741
-3,610
| -13% | -$145K | 0.02% | 192 |
|
|
2023
Q1 | $1.06M | Sell |
28,351
-1,605
| -5% | -$70K | 0.02% | 182 |
|
|
2022
Q4 | $1.24M | Buy |
29,956
+463
| +2% | +$20.5K | 0.04% | 170 |
|
|
2022
Q3 | $1.19M | Sell |
29,493
-763
| -3% | -$32.8K | 0.04% | 168 |
|
|
2022
Q2 | $1.19M | Buy |
30,256
+2,455
| +9% | +$108K | 0.04% | 152 |
|
|
2022
Q1 | $1.35M | Sell |
27,801
-1,112
| -4% | -$59.5K | 0.05% | 152 |
|
|
2021
Q4 | $1.39M | Sell |
28,913
-1,382
| -5% | -$68K | 0.05% | 147 |
|
|
2021
Q3 | $1.41M | Buy |
30,295
+2,463
| +9% | +$114K | 0.07% | 145 |
|
|
2021
Q2 | $1.26M | Sell |
27,832
-262
| -0.9% | -$11.7K | 0.06% | 155 |
|
|
2021
Q1 | $1.1M | Sell |
28,094
-29,304
| -51% | -$1.04M | 0.05% | 180 |
|
|
2020
Q4 | $1.73M | Sell |
57,398
-14,522
| -20% | -$376K | 0.09% | 135 |
|
|
2020
Q3 | $1.69M | Buy |
71,920
+4,648
| +7% | +$115K | 0.12% | 138 |
|
|
2020
Q2 | $1.72M | Sell |
67,272
-72,761
| -52% | -$1.99M | 0.14% | 131 |
|
|
2020
Q1 | $4.02M | Sell |
140,033
-7,004
| -5% | -$298K | 0.49% | 54 |
|
|
2019
Q4 | $7.91M | Buy |
147,037
+43,626
| +42% | +$2.28M | 0.76% | 32 |
|
|
2019
Q3 | $5.22M | Buy |
103,411
+1,587
| +2% | +$74.8K | 0.63% | 42 |
|
|
2019
Q2 | $4.82M | Sell |
101,824
-11,289
| -10% | -$528K | 0.53% | 46 |
|
|
2019
Q1 | $5.47M | Buy |
113,113
+9,465
| +9% | +$466K | 0.61% | 38 |
|
|
2018
Q4 | $4.78M | Buy |
103,648
+1,513
| +1% | +$77.5K | 0.58% | 41 |
|
|
2018
Q3 | $5.37M | Buy |
102,135
+635
| +0.6% | +$36.3K | 0.6% | 41 |
|
|
2018
Q2 | $5.63M | Buy |
101,500
+7,553
| +8% | +$405K | 0.69% | 35 |
|
|
2018
Q1 | $4.92M | Buy |
93,947
+115
| +0.1% | +$6.83K | 0.67% | 34 |
|
|
2017
Q4 | $5.69M | Sell |
93,832
-9,621
| -9% | -$543K | 0.77% | 32 |
|
|
2017
Q3 | $5.71M | Buy |
103,453
+184
| +0.2% | +$9.78K | 0.74% | 30 |
|
|
2017
Q2 | $5.72M | Buy |
103,269
+4,647
| +5% | +$249K | 0.74% | 31 |
|
|
2017
Q1 | $5.49M | Sell |
98,622
-2,655
| -3% | -$151K | 0.67% | 36 |
|
|
2016
Q4 | $5.58M | Sell |
101,277
-31,035
| -23% | -$1.56M | 0.61% | 50 |
|
|
2016
Q3 | $5.86M | Sell |
132,312
-43,521
| -25% | -$2.08M | 0.53% | 59 |
|
|
2016
Q2 | $8.32M | Sell |
175,833
-68,587
| -28% | -$3.34M | 0.75% | 43 |
|
|
2016
Q1 | $11.8M | Sell |
244,420
-141,743
| -37% | -$6.94M | 0.99% | 33 |
|
|
2015
Q4 | $21M | Sell |
386,163
-33,544
| -8% | -$1.82M | 1.53% | 7 |
|
|
2015
Q3 | $21.6M | Sell |
419,707
-157
| -0% | -$8.63K | 1.6% | 6 |
|
|
2015
Q2 | $23.6M | Sell |
419,864
-22,459
| -5% | -$1.25M | 1.63% | 5 |
|
|
2015
Q1 | $24.1M | Buy |
442,323
+20,601
| +5% | +$1.11M | 1.66% | 5 |
|
|
2014
Q4 | $23.1M | Buy |
421,722
+20,212
| +5% | +$1.07M | 1.77% | 4 |
|
|
2014
Q3 | $20.8M | Sell |
401,510
-18,084
| -4% | -$930K | 1.71% | 4 |
|
|
2014
Q2 | $22.1M | Buy |
419,594
+10,858
| +3% | +$546K | 1.88% | 3 |
|
|
2014
Q1 | $20.3M | Sell |
408,736
-1,085
| -0.3% | -$50.5K | 1.84% | 2 |
|
|
2013
Q4 | $18.6M | Sell |
409,821
-442,670
| -52% | -$19.1M | 1.69% | 4 |
|
|
2013
Q3 | $35.2M | Buy |
852,491
+40,565
| +5% | +$1.73M | 1.35% | 6 |
|
|
2013
Q2 | $33.5M | Buy |
+811,926
| New | +$31.6M | 1.38% | 7 |
|
Other funds holding WFC
DC
CNB
P
QCM
WAM
CCMIC
ONB