TPW
WFC icon

Talon Private Wealth’s Wells Fargo WFC Stock Holding History

Talon Private Wealth’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
Q1 		$2.51M Buy
+31,477
New +$2.7M 0.33% 62
2025
Q2 		$2.65M Buy
33,031
+4,486
+16% +$323K 0.36% 42
2025
Q1 		$2.07M Buy
28,545
+27,744
+3,464% +$2.08M 0.28% 60
2024
Q4 		$56.3K Buy
801
+683
+579% +$46.6K 0.01% 146
2024
Q3 		$6.67K Buy
+118
New +$6.67K ﹤0.01% 219

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Talon Private Wealth's WFC Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Wells Fargo (WFC) in Q1 2026: 31,477 shares worth $2.51M. The stake represents 0.33% of the portfolio and ranks #62 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in WFC as recently as Q2 2025.

Talon Private Wealth first reported a position in WFC in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.65M in Q2 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Talon Private Wealth held 31,477 shares of Wells Fargo worth $2.51M as of Q1 2026.
  • Wells Fargo was a new Talon Private Wealth position in Q1 2026.
  • Wells Fargo made up 0.33% of Talon Private Wealth's portfolio in Q1 2026, its #62 holding.
  • Talon Private Wealth first reported a position in Wells Fargo in Q3 2024 and has held it in 5 quarters since.
  • Talon Private Wealth's Wells Fargo position peaked at $2.65M in Q2 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.