Riverview Trust Company’s Wells Fargo WFC Stock Holding History

Riverview 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
2025 Q2	–	Sell	-1,710	Closed	-$123K	–	582
2025 Q1	$123K	Sell	1,710 -78	-4%	-$5.86K	0.12%	134
2024 Q4	$126K	Buy	1,788 +14	+0.8%	+$956	0.11%	134
2024 Q3	$100K	Buy	1,774 +64	+4%	+$3.62K	0.09%	164
2024 Q2	$102K	Hold	1,710	–	–	0.1%	155
2024 Q1	$99.1K	Buy	+1,710	New	+$89.5K	0.08%	172
2023 Q4	–	Sell	-1,530	Closed	-$62.5K	–	636
2023 Q3	$62.5K	Hold	1,530	–	–	0.06%	206
2023 Q2	$65.3K	Sell	1,530 -2,772	-64%	-$112K	0.06%	175
2023 Q1	$161K	Buy	4,302 +328	+8%	+$14.3K	0.15%	100
2022 Q4	$164K	Buy	3,974 +2,190	+123%	+$96.9K	0.16%	106
2022 Q3	$72K	Sell	1,784 -2,379	-57%	-$102K	0.07%	160
2022 Q2	$163K	Buy	4,163 +1,494	+56%	+$65.6K	0.14%	109
2022 Q1	$129K	Buy	+2,669	New	+$143K	0.1%	128
2020 Q4	–	Sell	-376	Closed	-$9K	–	247
2020 Q3	$9K	Hold	376	–	–	0.01%	225
2020 Q2	$10K	Hold	376	–	–	0.01%	232
2020 Q1	$11K	Hold	376	–	–	0.01%	235
2019 Q4	$20K	Hold	376	–	–	0.01%	233
2019 Q3	$19K	Hold	376	–	–	0.01%	238
2019 Q2	$18K	Sell	376 -56	-13%	-$2.62K	0.01%	234
2019 Q1	$21K	Buy	+432	New	+$21.2K	0.02%	230

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Riverview Trust Company's WFC Position: Q2 2025 in Review

Riverview Trust Company sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 1,710 shares — an estimated $123K sold.

Riverview Trust Company first reported a position in WFC in Q1 2019 and held it in 19 quarters. The position peaked at $164K in Q4 2022. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Riverview Trust Company reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 1,710 Wells Fargo shares in Q2 2025, an estimated $123K.
Riverview Trust Company first reported a position in Wells Fargo in Q1 2019 and held it in 19 quarters.
Riverview Trust Company's Wells Fargo position peaked at $164K in Q4 2022.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.