First Western Trust Bank’s Wells Fargo WFC Stock Holding History

First Western Trust Bank’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 Q1	$621K	Sell	7,803 -5	-0.1%	-$429	0.03%	111
2025 Q4	$728K	Buy	7,808 +2,982	+62%	+$259K	0.04%	99
2025 Q3	$405K	Buy	4,826 +204	+4%	+$16.5K	0.02%	136
2025 Q2	$370K	Sell	4,622 -19	-0.4%	-$1.37K	0.02%	142
2025 Q1	$333K	Sell	4,641 -136	-3%	-$10.2K	0.02%	144
2024 Q4	$336K	Buy	4,777 +117	+3%	+$7.99K	0.02%	153
2024 Q3	$263K	Buy	4,660 +70	+2%	+$3.96K	0.01%	174
2024 Q2	$273K	Buy	4,590 +237	+5%	+$14K	0.01%	155
2024 Q1	$252K	Sell	4,353 -72	-2%	-$3.77K	0.01%	177
2023 Q4	$218K	Buy	+4,425	New	+$191K	0.01%	188
2023 Q1	–	Sell	-5,091	Closed	-$210K	–	189
2022 Q4	$210K	Buy	+5,091	New	+$225K	0.01%	176
2022 Q2	–	Sell	-4,356	Closed	-$191K	–	189
2022 Q1	$218K	Buy	+4,356	New	+$233K	0.01%	180

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Western Trust Bank's WFC Position: Q1 2026 in Review

First Western Trust Bank reduced its Wells Fargo (WFC) stake by 0.06% in Q1 2026, selling an estimated $429 and leaving 7,803 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #111.

First Western Trust Bank first reported a position in WFC in Q1 2022 and has held it in 12 quarters since. The position peaked at $728K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

First Western Trust Bank held 7,803 shares of Wells Fargo worth $621K as of Q1 2026.
First Western Trust Bank sold 5 Wells Fargo shares in Q1 2026, an estimated $429.
Wells Fargo made up 0.03% of First Western Trust Bank's portfolio in Q1 2026, its #111 holding.
First Western Trust Bank first reported a position in Wells Fargo in Q1 2022 and has held it in 12 quarters since.
First Western Trust Bank's Wells Fargo position peaked at $728K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.