GTWM
WFC icon

Global Trust Wealth Management’s Wells Fargo WFC Stock Holding History

Global Trust Wealth Management’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 		– Sell
-8,220
Closed -$654K – 86
2026
Q1 		$654K Sell
8,220
-316
-4% -$27.1K 0.49% 47
2025
Q4 		$796K Buy
+8,536
New +$741K 0.59% 39

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Global Trust Wealth Management's WFC Position: Q2 2026 in Review

Global Trust Wealth Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 8,220 shares — an estimated $654K sold.

Global Trust Wealth Management first reported a position in WFC in Q4 2025 and held it in 2 quarters. The position peaked at $796K in Q4 2025. 1,047 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Global Trust Wealth Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Global Trust Wealth Management sold 8,220 Wells Fargo shares in Q2 2026, an estimated $654K.
  • Global Trust Wealth Management first reported a position in Wells Fargo in Q4 2025 and held it in 2 quarters.
  • Global Trust Wealth Management's Wells Fargo position peaked at $796K in Q4 2025.
  • 1,047 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Global Trust Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.