Midwest Trust
WFC icon

Midwest Trust’s Wells Fargo WFC Stock Holding History

Midwest 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
Q3 		$1.77M Buy
22,049
+2,416
+12% +$209K 0.02% 315
2026
Q2 		$1.62M Sell
19,633
-1,271
-6% -$102K 0.02% 320
2026
Q1 		$1.66M Buy
20,904
+3,015
+17% +$259K 0.02% 306
2025
Q4 		$1.67M Buy
17,889
+524
+3% +$45.5K 0.02% 300
2025
Q3 		$1.46M Buy
17,365
+805
+5% +$65.3K 0.02% 307
2025
Q2 		$1.33M Buy
+16,560
New +$1.19M 0.02% 313

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Midwest Trust's WFC Position: Q3 2026 in Review

Midwest Trust increased its Wells Fargo (WFC) stake by 12% in Q3 2026, buying an estimated $209K and bringing the position to 22,049 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #315.

Midwest Trust first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Midwest Trust held 22,049 shares of Wells Fargo worth $1.77M as of Q3 2026.
  • Midwest Trust bought 2,416 Wells Fargo shares in Q3 2026, an estimated $209K.
  • Wells Fargo made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #315 holding.
  • Midwest Trust first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.