National Philanthropic Trust’s Wells Fargo WFC Stock Holding History

National Philanthropic 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 Q2	$2.14M	Buy	25,860 +460	+2%	+$37K	0.03%	166
2026 Q1	$2.02M	Sell	25,400 -110	-0.4%	-$9.45K	0.02%	160
2025 Q4	$2.38M	Buy	25,510 +110	+0.4%	+$9.55K	0.02%	163
2025 Q3	$2.13M	Buy	25,400 +1,275	+5%	+$103K	0.02%	146
2025 Q2	$1.93M	Buy	24,125 +44	+0.2%	+$3.17K	0.03%	139
2025 Q1	$1.73M	Sell	24,081 -2,421	-9%	-$182K	0.03%	130
2024 Q4	$1.86M	Buy	26,502 +1,421	+6%	+$97K	0.03%	133
2024 Q3	$1.42M	Hold	25,081	–	–	0.03%	132
2024 Q2	$1.49M	Sell	25,081 -2,034	-8%	-$120K	0.03%	130
2024 Q1	$1.57M	Sell	27,115 -811	-3%	-$42.4K	0.03%	127
2023 Q4	$1.37M	Buy	+27,926	New	+$1.21M	0.04%	137

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

National Philanthropic Trust's WFC Position: Q2 2026 in Review

National Philanthropic Trust increased its Wells Fargo (WFC) stake by 1.8% in Q2 2026, buying an estimated $37K and bringing the position to 25,860 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #166.

National Philanthropic Trust first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.38M in Q4 2025. 2,741 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

National Philanthropic Trust held 25,860 shares of Wells Fargo worth $2.14M as of Q2 2026.
National Philanthropic Trust bought 460 Wells Fargo shares in Q2 2026, an estimated $37K.
Wells Fargo made up 0.03% of National Philanthropic Trust's portfolio in Q2 2026, its #166 holding.
National Philanthropic Trust first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
National Philanthropic Trust's Wells Fargo position peaked at $2.38M in Q4 2025.
2,741 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.