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First United Bank & Trust’s Wells Fargo WFC Stock Holding History

First United Bank & Trust’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 		$137K Hold
1,655
– – 0.04% 175
2026
Q1 		$132K Sell
1,655
-25
-1% -$2.15K 0.04% 170
2025
Q4 		$157K Sell
1,680
-15
-0.9% -$1.3K 0.05% 159
2025
Q3 		$142K Hold
1,695
– – 0.05% 167
2025
Q2 		$136K Hold
1,695
– – 0.05% 164
2025
Q1 		$122K Sell
1,695
-25
-1% -$1.88K 0.05% 169
2024
Q4 		$121K Sell
1,720
-500
-23% -$34.1K 0.04% 165
2024
Q3 		$125K Sell
2,220
-264
-11% -$14.9K 0.05% 165
2024
Q2 		$148K Hold
2,484
– – 0.05% 161
2024
Q1 		$144K Sell
2,484
-50
-2% -$2.62K 0.05% 167
2023
Q4 		$125K Buy
+2,534
New +$109K 0.05% 170
2017
Q2 		– Sell
-14,932
Closed -$831K – 113
2017
Q1 		$831K Sell
14,932
-2,216
-13% -$126K 0.58% 61
2016
Q4 		$945K Sell
17,148
-1,507
-8% -$75.8K 0.71% 50
2016
Q3 		$826K Buy
18,655
+1,670
+10% +$79.9K 0.68% 53
2016
Q2 		$804K Buy
+16,985
New +$828K 0.7% 52

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

First United Bank & Trust's WFC Position: Q2 2026 in Review

First United Bank & Trust held its Wells Fargo (WFC) position steady in Q2 2026 at 1,655 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #175.

First United Bank & Trust first reported a position in WFC in Q2 2016 and has held it in 15 quarters since. The position peaked at $945K in Q4 2016. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • First United Bank & Trust held 1,655 shares of Wells Fargo worth $137K as of Q2 2026.
  • First United Bank & Trust left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.04% of First United Bank & Trust's portfolio in Q2 2026, its #175 holding.
  • First United Bank & Trust first reported a position in Wells Fargo in Q2 2016 and has held it in 15 quarters since.
  • First United Bank & Trust's Wells Fargo position peaked at $945K in Q4 2016.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.