New Covenant Trust Company’s Wells Fargo WFC Stock Holding History

New Covenant Trust Company’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	$355K	Buy	4,294 +324	+8%	+$26K	0.27%	63
2026 Q1	$316K	Buy	3,970 +950	+31%	+$81.6K	0.28%	60
2025 Q4	$288K	Sell	3,020 -87	-3%	-$7.55K	0.26%	61
2025 Q3	$260K	Sell	3,107 -684	-18%	-$55.5K	0.24%	65
2025 Q2	$301K	Sell	3,791 -54	-1%	-$3.89K	0.27%	53
2025 Q1	$272K	Sell	3,845 -317	-8%	-$23.8K	0.29%	66
2024 Q4	$293K	Sell	4,162 -139	-3%	-$9.49K	0.29%	56
2024 Q3	$240K	Sell	4,301 -86	-2%	-$4.86K	0.23%	74
2024 Q2	$260K	Sell	4,387 -249	-5%	-$14.7K	0.3%	61
2024 Q1	$269K	Buy	+4,636	New	+$243K	0.27%	61

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New Covenant Trust Company's WFC Position: Q2 2026 in Review

New Covenant Trust Company increased its Wells Fargo (WFC) stake by 8.2% in Q2 2026, buying an estimated $26K and bringing the position to 4,294 shares worth $355K. The position accounts for 0.27% of the portfolio, ranked #63.

New Covenant Trust Company first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

New Covenant Trust Company held 4,294 shares of Wells Fargo worth $355K as of Q2 2026.
New Covenant Trust Company bought 324 Wells Fargo shares in Q2 2026, an estimated $26K.
Wells Fargo made up 0.27% of New Covenant Trust Company's portfolio in Q2 2026, its #63 holding.
New Covenant Trust Company first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.