InvesTrust’s Wells Fargo WFC Stock Holding History

InvesTrust’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 Q3	$2.4M	Sell	29,974 -6,691	-18%	-$579K	0.97%	32
2026 Q2	$3.03M	Sell	36,665 -1,406	-4%	-$113K	1.17%	27
2026 Q1	$3.03M	Sell	38,071 -1,636	-4%	-$141K	1.27%	25
2025 Q4	$3.7M	Sell	39,707 -2,574	-6%	-$223K	1.43%	19
2025 Q3	$3.54M	Sell	42,281 -91	-0.2%	-$7.38K	1.3%	25
2025 Q2	$3.39M	Sell	42,372 -63,657	-60%	-$4.59M	1.31%	26
2025 Q1	$7.61M	Sell	106,029 -10,764	-9%	-$808K	2.08%	15
2024 Q4	$8.21M	Buy	+116,793	New	+$7.97M	2.28%	8

Other funds holding WFC

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

InvesTrust's WFC Position: Q3 2026 in Review

InvesTrust reduced its Wells Fargo (WFC) stake by 18% in Q3 2026, selling an estimated $579K and leaving 29,974 shares worth $2.4M. The position accounts for 0.97% of the portfolio, ranked #32.

InvesTrust first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.21M in Q4 2024. 1,314 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

InvesTrust held 29,974 shares of Wells Fargo worth $2.4M as of Q3 2026.
InvesTrust sold 6,691 Wells Fargo shares in Q3 2026, an estimated $579K.
Wells Fargo made up 0.97% of InvesTrust's portfolio in Q3 2026, its #32 holding.
InvesTrust first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
InvesTrust's Wells Fargo position peaked at $8.21M in Q4 2024.
1,314 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.