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Pictet Bank & Trust’s Wells Fargo WFC Stock Holding History

Pictet Bank & 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 		$2.3M Buy
27,848
+7,479
+37% +$601K 2.47% 14
2026
Q1 		$1.62M Sell
20,369
-6,396
-24% -$549K 2.13% 19
2025
Q4 		$2.49M Buy
26,765
+847
+3% +$73.5K 2.99% 12
2025
Q3 		$2.17M Hold
25,918
– – 2.61% 14
2025
Q2 		$2.08M Buy
25,918
+264
+1% +$19K 2.43% 13
2025
Q1 		$1.84M Sell
25,654
-12,371
-33% -$929K 2.25% 18
2024
Q4 		$2.67M Buy
38,025
+1,525
+4% +$104K 2.67% 15
2024
Q3 		$2.06M Sell
36,500
-1,215
-3% -$68.7K 2.09% 17
2024
Q2 		$2.24M Sell
37,715
-300
-0.8% -$17.7K 2.28% 16
2024
Q1 		$2.2M Sell
38,015
-5,149
-12% -$269K 2.29% 17
2023
Q4 		$2.12M Sell
43,164
-9,176
-18% -$396K 2.15% 16
2023
Q3 		$2.14M Sell
52,340
-2,467
-5% -$107K 2.3% 17
2023
Q2 		$2.34M Sell
54,807
-528
-1% -$21.3K 1.91% 19
2023
Q1 		$2.07M Sell
55,335
-18,158
-25% -$791K 1.44% 18
2022
Q4 		$3.03M Buy
73,493
+8,851
+14% +$392K 3.55% 11
2022
Q3 		$2.6M Sell
64,642
-31,087
-32% -$1.34M 3.33% 11
2022
Q2 		$3.75M Sell
95,729
-2,521
-3% -$111K 2.58% 12
2022
Q1 		$4.76M Sell
98,250
-2,405
-2% -$129K 2.67% 10
2021
Q4 		$4.83M Sell
100,655
-400
-0.4% -$19.7K 2.49% 14
2021
Q3 		$4.69M Buy
101,055
+17,500
+21% +$810K 2.9% 8
2021
Q2 		$3.78M Sell
83,555
-20,000
-19% -$893K 2.12% 13
2021
Q1 		$4.05M Buy
103,555
+8,935
+9% +$316K 2.39% 14
2020
Q4 		$2.86M Buy
94,620
+9,400
+11% +$243K 1.79% 19
2020
Q3 		$2M Sell
85,220
-1,750
-2% -$43.1K 1.31% 23
2020
Q2 		$2.23M Sell
86,970
-14,100
-14% -$386K 1.5% 20
2020
Q1 		$2.9M Sell
101,070
-15,870
-14% -$675K 1.62% 18
2019
Q4 		$6.29M Sell
116,940
-3,900
-3% -$204K 2.38% 13
2019
Q3 		$6.09M Sell
120,840
-2,550
-2% -$120K 2.68% 9
2019
Q2 		$5.84M Buy
123,390
+1,900
+2% +$88.9K 2.57% 12
2019
Q1 		$5.87M Buy
121,490
+12,420
+11% +$611K 2.57% 11
2018
Q4 		$5.03M Buy
109,070
+200
+0.2% +$10.2K 2.01% 14
2018
Q3 		$5.72M Buy
108,870
+10,900
+11% +$622K 1.79% 15
2018
Q2 		$5.43M Sell
97,970
-100
-0.1% -$5.36K 1.86% 15
2018
Q1 		$5.14M Sell
98,070
-1,596
-2% -$94.8K 1.83% 15
2017
Q4 		$6.05M Sell
99,666
-37,430
-27% -$2.11M 1.78% 14
2017
Q3 		$7.56M Buy
137,096
+26,616
+24% +$1.41M 2.26% 13
2017
Q2 		$6.12M Buy
110,480
+12,500
+13% +$670K 1.93% 15
2017
Q1 		$5.45M Buy
97,980
+130
+0.1% +$7.38K 1.61% 16
2016
Q4 		$5.39M Sell
97,850
-2,775
-3% -$140K 1.81% 15
2016
Q3 		$4.46M Buy
100,625
+15,710
+19% +$752K 1.48% 23
2016
Q2 		$4.02M Sell
84,915
-3,075
-3% -$150K 1.55% 21
2016
Q1 		$4.25M Sell
87,990
-19,000
-18% -$930K 1.54% 23
2015
Q4 		$5.82M Sell
106,990
-6,500
-6% -$353K 2.03% 16
2015
Q3 		$5.83M Buy
113,490
+49,500
+77% +$2.72M 2.1% 14
2015
Q2 		$3.6M Buy
63,990
+1,700
+3% +$94.8K 1.2% 19
2015
Q1 		$3.39M Sell
62,290
-7,300
-10% -$395K 1.29% 19
2014
Q4 		$3.81M Sell
69,590
-2,010
-3% -$106K 1.47% 15
2014
Q3 		$3.71M Buy
71,600
+500
+0.7% +$25.7K 1.47% 18
2014
Q2 		$3.74M Sell
71,100
-2,775
-4% -$139K 1.47% 16
2014
Q1 		$3.67M Buy
73,875
+7,300
+11% +$340K 1.5% 18
2013
Q4 		$3.02M Buy
+66,575
New +$2.88M 1.26% 21

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Pictet Bank & Trust's WFC Position: Q2 2026 in Review

Pictet Bank & Trust increased its Wells Fargo (WFC) stake by 37% in Q2 2026, buying an estimated $601K and bringing the position to 27,848 shares worth $2.3M. The position accounts for 2.47% of the portfolio, ranked #14.

Pictet Bank & Trust first reported a position in WFC in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.56M in Q3 2017. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Pictet Bank & Trust held 27,848 shares of Wells Fargo worth $2.3M as of Q2 2026.
  • Pictet Bank & Trust bought 7,479 Wells Fargo shares in Q2 2026, an estimated $601K.
  • Wells Fargo made up 2.47% of Pictet Bank & Trust's portfolio in Q2 2026, its #14 holding.
  • Pictet Bank & Trust first reported a position in Wells Fargo in Q4 2013 and has held it in 51 quarters since.
  • Pictet Bank & Trust's Wells Fargo position peaked at $7.56M in Q3 2017.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Pictet Bank & Trust's 13F filing for Q2 2026, filed 24 Jul 2026.