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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

InvesTrust's WFC Position: Q2 2026 in Review

InvesTrust reduced its Wells Fargo (WFC) stake by 3.7% in Q2 2026, selling an estimated $113K and leaving 36,665 shares worth $3.03M. The position accounts for 1.17% of the portfolio, ranked #27.

InvesTrust first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.21M in Q4 2024. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • InvesTrust held 36,665 shares of Wells Fargo worth $3.03M as of Q2 2026.
  • InvesTrust sold 1,406 Wells Fargo shares in Q2 2026, an estimated $113K.
  • Wells Fargo made up 1.17% of InvesTrust's portfolio in Q2 2026, its #27 holding.
  • InvesTrust first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's Wells Fargo position peaked at $8.21M in Q4 2024.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.