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Idaho Trust Bank’s Wells Fargo WFC Stock Holding History

Idaho 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 		– Sell
-2,658
Closed -$248K – 107
2025
Q4 		$248K Hold
2,658
– – 0.08% 98
2025
Q3 		$223K Hold
2,658
– – 0.08% 102
2025
Q2 		$213K Buy
+2,658
New +$192K 0.08% 105

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Idaho Trust Bank's WFC Position: Q1 2026 in Review

Idaho Trust Bank sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,658 shares — an estimated $248K sold.

Idaho Trust Bank first reported a position in WFC in Q2 2025 and held it in 3 quarters. The position peaked at $248K in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Idaho Trust Bank reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Idaho Trust Bank sold 2,658 Wells Fargo shares in Q1 2026, an estimated $248K.
  • Idaho Trust Bank first reported a position in Wells Fargo in Q2 2025 and held it in 3 quarters.
  • Idaho Trust Bank's Wells Fargo position peaked at $248K in Q4 2025.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.