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Grove Street Fiduciary’s Wells Fargo WFC Stock Holding History

Grove Street Fiduciary’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 		$311K Hold
3,766
– – 0.13% 57
2026
Q1 		$300K Hold
3,766
– – 0.13% 56
2025
Q4 		$351K Hold
3,766
– – 0.15% 50
2025
Q3 		$316K Hold
3,766
– – 0.15% 54
2025
Q2 		$302K Hold
3,766
– – 0.15% 53
2025
Q1 		$270K Hold
3,766
– – 0.14% 52
2024
Q4 		$265K Buy
+3,766
New +$257K 0.14% 49

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Grove Street Fiduciary's WFC Position: Q2 2026 in Review

Grove Street Fiduciary held its Wells Fargo (WFC) position steady in Q2 2026 at 3,766 shares worth $311K. The position accounts for 0.13% of the portfolio, ranked #57.

Grove Street Fiduciary first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $351K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Grove Street Fiduciary held 3,766 shares of Wells Fargo worth $311K as of Q2 2026.
  • Grove Street Fiduciary left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.13% of Grove Street Fiduciary's portfolio in Q2 2026, its #57 holding.
  • Grove Street Fiduciary first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Grove Street Fiduciary's Wells Fargo position peaked at $351K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Grove Street Fiduciary's 13F filing for Q2 2026, filed 23 Jul 2026.