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Moody National Bank Trust Division’s Wells Fargo WFC Stock Holding History

Moody National Bank Trust Division’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 		$2.83M Sell
34,229
-1,345
-4% -$108K 0.23% 75
2026
Q1 		$2.83M Sell
35,574
-867
-2% -$74.5K 0.27% 63
2025
Q4 		$3.4M Sell
36,441
-15,913
-30% -$1.38M 0.33% 51
2025
Q3 		$4.39M Buy
52,354
+3,158
+6% +$256K 0.37% 49
2025
Q2 		$3.94M Buy
49,196
+3,201
+7% +$231K 0.36% 52
2025
Q1 		$3.3M Buy
45,995
+55
+0.1% +$4.13K 0.34% 54
2024
Q4 		$3.23M Sell
45,940
-2,472
-5% -$169K 0.34% 53
2024
Q3 		$2.73M Buy
48,412
+11,719
+32% +$663K 0.29% 73
2024
Q2 		$2.18M Buy
36,693
+1,518
+4% +$89.6K 0.17% 77
2024
Q1 		$2.04M Buy
35,175
+356
+1% +$18.6K 0.16% 90
2023
Q4 		$1.71M Sell
34,819
-39,102
-53% -$1.69M 0.13% 118
2023
Q3 		$3.02M Buy
73,921
+4,375
+6% +$189K 0.2% 73
2023
Q2 		$2.97M Sell
69,546
-132
-0.2% -$5.31K 0.2% 74
2023
Q1 		$2.6M Sell
69,678
-59
-0.1% -$2.57K 0.22% 79
2022
Q4 		$2.88M Sell
69,737
-230
-0.3% -$10.2K 0.25% 63
2022
Q3 		$2.81M Hold
69,967
– – 0.29% 57
2022
Q2 		$2.74M Sell
69,967
-3,688
-5% -$162K 0.29% 63
2022
Q1 		$3.57M Sell
73,655
-3,564
-5% -$191K 0.11% 62
2021
Q4 		$3.71M Sell
77,219
-251,061
-76% -$12.4M 0.11% 72
2021
Q3 		$15.2M Sell
328,280
-306
-0.1% -$14.2K 0.22% 52
2021
Q2 		$14.9M Sell
328,586
-1,163
-0.4% -$51.9K 0.3% 53
2021
Q1 		$12.9M Sell
329,749
-152
-0% -$5.38K 0.31% 63
2020
Q4 		$9.96M Buy
329,901
+7,468
+2% +$193K 0.26% 74
2020
Q3 		$7.58M Sell
322,433
-3,246
-1% -$80K 0.23% 87
2020
Q2 		$8.34M Buy
325,679
+21,676
+7% +$593K 0.26% 77
2020
Q1 		$8.72M Sell
304,003
-1,553
-0.5% -$66K 0.31% 61
2019
Q4 		$16.4M Buy
305,556
+25
+0% +$1.31K 0.44% 37
2019
Q3 		$15.4M Sell
305,531
-1,197
-0.4% -$56.4K 0.43% 36
2019
Q2 		$14.5M Hold
306,728
– – 0.41% 38
2019
Q1 		$14.8M Sell
306,728
-100
-0% -$4.92K 0.41% 34
2018
Q4 		$14.1M Buy
306,828
+2,700
+0.9% +$138K 0.4% 32
2018
Q3 		$16M Buy
304,128
+272,950
+875% +$15.6M 0.41% 30
2018
Q2 		$1.73M Hold
31,178
– – 0.08% 31
2018
Q1 		$1.63M Sell
31,178
-775
-2% -$46K 0.08% 34
2017
Q4 		$1.94M Hold
31,953
– – 0.09% 28
2017
Q3 		$1.76M Sell
31,953
-11,480
-26% -$610K 0.09% 33
2017
Q2 		$2.41M Sell
43,433
-225
-0.5% -$12.1K 0.12% 24
2017
Q1 		$2.43M Hold
43,658
– – 0.12% 24
2016
Q4 		$2.41M Hold
43,658
– – 0.11% 24
2016
Q3 		$1.93M Sell
43,658
-1,125
-3% -$53.8K 0.11% 31
2016
Q2 		$2.12M Buy
44,783
+45
+0.1% +$2.19K 0.12% 23
2016
Q1 		$2.16M Buy
44,738
+1,555
+4% +$76.1K 0.14% 20
2015
Q4 		$2.35M Hold
43,183
– – 0.18% 16
2015
Q3 		$2.22M Buy
43,183
+20
+0% +$1.1K 0.17% 17
2015
Q2 		$2.43M Hold
43,163
– – 0.18% 15
2015
Q1 		$2.35M Sell
43,163
-400
-0.9% -$21.6K 0.18% 19
2014
Q4 		$2.39M Sell
43,563
-895
-2% -$47.4K 0.16% 19
2014
Q3 		$2.31M Sell
44,458
-11,807
-21% -$607K 0.16% 22
2014
Q2 		$2.96M Sell
56,265
-775
-1% -$39K 0.2% 13
2014
Q1 		$2.84M Buy
57,040
+9,133
+19% +$425K 0.19% 14
2013
Q4 		$2.17M Sell
47,907
-230
-0.5% -$9.93K 0.15% 23
2013
Q3 		$1.99M Sell
48,137
-2,565
-5% -$109K 0.16% 19
2013
Q2 		$2.09M Buy
+50,702
New +$1.98M 0.16% 19

Other funds holding WFC

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Moody National Bank Trust Division's WFC Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Wells Fargo (WFC) stake by 3.8% in Q2 2026, selling an estimated $108K and leaving 34,229 shares worth $2.83M. The position accounts for 0.23% of the portfolio, ranked #75.

Moody National Bank Trust Division first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.4M in Q4 2019. 974 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Moody National Bank Trust Division held 34,229 shares of Wells Fargo worth $2.83M as of Q2 2026.
  • Moody National Bank Trust Division sold 1,345 Wells Fargo shares in Q2 2026, an estimated $108K.
  • Wells Fargo made up 0.23% of Moody National Bank Trust Division's portfolio in Q2 2026, its #75 holding.
  • Moody National Bank Trust Division first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Moody National Bank Trust Division's Wells Fargo position peaked at $16.4M in Q4 2019.
  • 974 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.