Global Trust Asset Management’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
Q1
Sell
-96
Closed -$8.95K 500
2025
Q4
$8.95K Sell
96
-1
-1% -$87 ﹤0.01% 349
2025
Q3
$8.11K Sell
97
-52
-35% -$4.22K ﹤0.01% 402
2025
Q2
$11.9K Hold
149
0.01% 372
2025
Q1
$10.7K Sell
149
-9,804
-99% -$736K 0.01% 355
2024
Q4
$699K Buy
9,953
+217
+2% +$14.8K 0.27% 86
2024
Q3
$550K Sell
9,736
-578
-6% -$32.7K 0.2% 101
2024
Q2
$613K Sell
10,314
-145
-1% -$8.56K 0.25% 84
2024
Q1
$606K Hold
10,459
0.25% 84
2023
Q4
$515K Hold
10,459
0.23% 93
2023
Q3
$427K Sell
10,459
-219
-2% -$9.46K 0.2% 99
2023
Q2
$456K Sell
10,678
-18
-0.2% -$725 0.2% 98
2023
Q1
$400K Sell
10,696
-123
-1% -$5.36K 0.19% 105
2022
Q4
$447K Sell
10,819
-527
-5% -$23.3K 0.23% 95
2022
Q3
$456K Sell
11,346
-36
-0.3% -$1.55K 0.24% 90
2022
Q2
$446K Sell
11,382
-97
-0.8% -$4.26K 0.22% 99
2022
Q1
$556K Buy
11,479
+1
+0% +$54 0.23% 94
2021
Q4
$551K Buy
11,478
+927
+9% +$45.6K 0.22% 105
2021
Q3
$490K Buy
10,551
+118
+1% +$5.46K 0.22% 99
2021
Q2
$473K Hold
10,433
0.23% 102
2021
Q1
$408K Sell
10,433
-1,053
-9% -$37.3K 0.22% 102
2020
Q4
$347K Buy
11,486
+1
+0% +$26 0.19% 124
2020
Q3
$271K Buy
11,485
+2
+0% +$49 0.17% 125
2020
Q2
$294K Sell
11,483
-10,518
-48% -$288K 0.21% 114
2020
Q1
$658K Buy
22,001
+21,260
+2,869% +$904K 0.51% 50
2019
Q4
$40K Hold
741
0.02% 233
2019
Q3
$37K Sell
741
-4,765
-87% -$224K 0.02% 209
2019
Q2
$40K Buy
5,506
+4,765
+643% +$223K 0.03% 229
2019
Q1
$36K Hold
741
0.03% 224
2018
Q4
$34K Hold
741
0.03% 208
2018
Q3
$39K Hold
741
0.03% 228
2018
Q2
$41K Hold
741
0.03% 216
2018
Q1
$39K Hold
741
0.03% 208
2017
Q4
$45K Buy
+741
New +$41.9K 0.03% 214

Other funds holding WFC

Global Trust Asset Management's WFC Position: Q1 2026 in Review

Global Trust Asset Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 96 shares — an estimated $8.95K sold.

Global Trust Asset Management first reported a position in WFC in Q4 2017 and held it in 33 quarters. The position peaked at $699K in Q4 2024. 2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Global Trust Asset Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Global Trust Asset Management sold 96 Wells Fargo shares in Q1 2026, an estimated $8.95K.
  • Global Trust Asset Management first reported a position in Wells Fargo in Q4 2017 and held it in 33 quarters.
  • Global Trust Asset Management's Wells Fargo position peaked at $699K in Q4 2024.
  • 2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Global Trust Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.