JTC Employer Solutions Trustee’s Wells Fargo WFC Stock Holding History

JTC Employer Solutions Trustee’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	$152K	Hold	1,906	–	–	0.01%	176
2025 Q4	$178K	Hold	1,906	–	–	0.01%	160
2025 Q3	$160K	Hold	1,906	–	–	0.01%	166
2025 Q2	$153K	Hold	1,906	–	–	0.01%	158
2025 Q1	$137K	Hold	1,906	–	–	0.01%	171
2024 Q4	$134K	Hold	1,906	–	–	0.01%	172
2024 Q3	$108K	Hold	1,906	–	–	0.01%	193
2024 Q2	$113K	Hold	1,906	–	–	0.01%	180
2024 Q1	$110K	Hold	1,906	–	–	0.01%	188
2023 Q4	$94K	Hold	1,906	–	–	0.01%	199
2023 Q3	$78K	Hold	1,906	–	–	0.01%	216
2023 Q2	$81K	Hold	1,906	–	–	0.01%	219
2023 Q1	$71K	Hold	1,906	–	–	0.01%	234
2022 Q4	$79K	Hold	1,906	–	–	0.01%	226
2022 Q3	$77K	Sell	1,906 -699	-27%	-$30K	0.01%	187
2022 Q2	$102K	Hold	2,605	–	–	0.01%	149
2022 Q1	$126K	Hold	2,605	–	–	0.01%	146
2021 Q4	$125K	Hold	2,605	–	–	0.02%	148
2021 Q3	$118K	Hold	2,605	–	–	0.02%	153
2021 Q2	$118K	Buy	+2,605	New	+$116K	0.02%	145

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JTC Employer Solutions Trustee's WFC Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its Wells Fargo (WFC) position steady in Q1 2026 at 1,906 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #176.

JTC Employer Solutions Trustee first reported a position in WFC in Q2 2021 and has held it in 20 quarters since. The position peaked at $178K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

JTC Employer Solutions Trustee held 1,906 shares of Wells Fargo worth $152K as of Q1 2026.
JTC Employer Solutions Trustee left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #176 holding.
JTC Employer Solutions Trustee first reported a position in Wells Fargo in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's Wells Fargo position peaked at $178K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.