Members Trust
WFC icon

Members Trust’s Wells Fargo WFC Stock Holding History

Members Trust’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 		$467K Sell
5,864
-6,966
-54% -$598K 0.02% 97
2025
Q4 		$1.2M Sell
12,830
-76
-0.6% -$6.6K 0.04% 51
2025
Q3 		$1.08M Buy
12,906
+29
+0.2% +$2.35K 0.04% 52
2025
Q2 		$1.03M Buy
12,877
+856
+7% +$61.7K 0.04% 50
2025
Q1 		$863K Sell
12,021
-412
-3% -$30.9K 0.03% 50
2024
Q4 		$873K Buy
12,433
+1
+0% +$68 0.03% 44
2024
Q3 		$702K Hold
12,432
– – 0.02% 52
2024
Q2 		$738K Sell
12,432
-22
-0.2% -$1.3K 0.02% 48
2024
Q1 		$722K Buy
12,454
+643
+5% +$33.6K 0.02% 48
2023
Q4 		$584K Buy
11,811
+4,950
+72% +$214K 0.02% 53
2023
Q3 		$281K Buy
6,861
+488
+8% +$21.1K 0.01% 89
2023
Q2 		$272K Buy
+6,373
New +$257K 0.01% 96
2018
Q1 		$400K Buy
7,633
+226
+3% +$13.4K 0.02% 56
2017
Q4 		$449K Buy
7,407
+1,213
+20% +$68.5K 0.02% 52
2017
Q3 		$342K Hold
6,194
– – 0.02% 58
2017
Q2 		$343K Sell
6,194
-277
-4% -$14.8K 0.02% 57
2017
Q1 		$360K Buy
+6,471
New +$367K 0.02% 56
2016
Q3 		$449K Buy
10,134
+257
+3% +$12.3K 0.03% 48
2016
Q2 		$467K Buy
+9,877
New +$482K 0.03% 45

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

Members Trust's WFC Position: Q1 2026 in Review

Members Trust reduced its Wells Fargo (WFC) stake by 54% in Q1 2026, selling an estimated $598K and leaving 5,864 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #97.

Members Trust first reported a position in WFC in Q2 2016 and has held it in 19 quarters since. The position peaked at $1.2M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Members Trust held 5,864 shares of Wells Fargo worth $467K as of Q1 2026.
  • Members Trust sold 6,966 Wells Fargo shares in Q1 2026, an estimated $598K.
  • Wells Fargo made up 0.02% of Members Trust's portfolio in Q1 2026, its #97 holding.
  • Members Trust first reported a position in Wells Fargo in Q2 2016 and has held it in 19 quarters since.
  • Members Trust's Wells Fargo position peaked at $1.2M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Members Trust's 13F filing for Q1 2026, filed 4 May 2026.