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TCV Trust & Wealth Management’s Wells Fargo WFC Stock Holding History

TCV Trust & Wealth Management’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 		$303K Buy
3,665
+64
+2% +$5.14K 0.02% 180
2026
Q1 		$287K Sell
3,601
-675
-16% -$58K 0.02% 183
2025
Q4 		$399K Buy
4,276
+200
+5% +$17.4K 0.03% 166
2025
Q3 		$342K Buy
4,076
+300
+8% +$24.3K 0.03% 175
2025
Q2 		$303K Buy
3,776
+300
+9% +$21.6K 0.03% 181
2025
Q1 		$250K Hold
3,476
– – 0.02% 184
2024
Q4 		$244K Buy
+3,476
New +$237K 0.02% 182
2024
Q3 		– Sell
-3,476
Closed -$206K – 210
2024
Q2 		$206K Hold
3,476
– – 0.02% 196
2024
Q1 		$201K Buy
+3,476
New +$182K 0.02% 195
2023
Q4 		– Sell
-5,903
Closed -$241K – 197
2023
Q3 		$241K Hold
5,903
– – 0.03% 174
2023
Q2 		$252K Buy
+5,903
New +$238K 0.03% 167
2022
Q4 		– Sell
-4,115
Closed -$188K – 192
2022
Q3 		$188K Sell
4,115
-4,478
-52% -$192K 0.02% 181
2022
Q2 		$337K Buy
8,593
+600
+8% +$26.3K 0.04% 154
2022
Q1 		$387K Sell
7,993
-850
-10% -$45.5K 0.04% 157
2021
Q4 		$424K Buy
8,843
+2,055
+30% +$101K 0.04% 155
2021
Q3 		$315K Sell
6,788
-150
-2% -$6.94K 0.03% 165
2021
Q2 		$310K Buy
6,938
+200
+3% +$8.93K 0.03% 160
2021
Q1 		$264K Buy
+6,738
New +$239K 0.03% 164
2020
Q1 		– Sell
-12,472
Closed -$671K – 194
2019
Q4 		$671K Sell
12,472
-604
-5% -$31.6K 0.08% 112
2019
Q3 		$659K Sell
13,076
-1,050
-7% -$49.5K 0.09% 111
2019
Q2 		$668K Sell
14,126
-970
-6% -$45.4K 0.09% 114
2019
Q1 		$729K Sell
15,096
-3,147
-17% -$155K 0.1% 116
2018
Q4 		$840K Sell
18,243
-1,819
-9% -$93.2K 0.12% 107
2018
Q3 		$1.05M Sell
20,062
-1,191
-6% -$68K 0.14% 104
2018
Q2 		$1.18M Sell
21,253
-145,277
-87% -$7.78M 0.16% 93
2018
Q1 		$8.73M Sell
166,530
-9,829
-6% -$584K 1.25% 32
2017
Q4 		$10.7M Buy
+176,359
New +$9.96M 1.5% 21
2017
Q3 		– Sell
-183,106
Closed -$10.1M – 203
2017
Q2 		$10.1M Sell
183,106
-1,567
-0.8% -$84K 1.53% 19
2017
Q1 		$10.3M Sell
184,673
-2,336
-1% -$133K 1.57% 17
2016
Q4 		$10.3M Sell
187,009
-3,707
-2% -$186K 1.67% 18
2016
Q3 		$8.45M Buy
190,716
+527
+0.3% +$25.2K 1.43% 21
2016
Q2 		$9M Buy
190,189
+5,561
+3% +$271K 1.56% 18
2016
Q1 		$8.93M Buy
184,628
+4,368
+2% +$214K 1.61% 17
2015
Q4 		$9.8M Sell
180,260
-1,708
-0.9% -$92.7K 1.74% 13
2015
Q3 		$9.34M Buy
181,968
+92
+0.1% +$5.06K 1.69% 14
2015
Q2 		$10.2M Sell
181,876
-2,762
-1% -$154K 1.68% 13
2015
Q1 		$10M Sell
184,638
-83
-0% -$4.49K 1.62% 15
2014
Q4 		$10.1M Sell
184,721
-309
-0.2% -$16.4K 1.67% 12
2014
Q3 		$9.6M Sell
185,030
-3,215
-2% -$165K 1.62% 14
2014
Q2 		$9.89M Sell
188,245
-640
-0.3% -$32.2K 1.62% 11
2014
Q1 		$9.39M Buy
188,885
+65
+0% +$3.03K 1.58% 12
2013
Q4 		$8.57M Sell
188,820
-1,482
-0.8% -$64K 1.46% 15
2013
Q3 		$7.86M Buy
190,302
+404
+0.2% +$17.2K 1.53% 11
2013
Q2 		$7.84M Buy
+189,898
New +$7.4M 1.6% 11

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

TCV Trust & Wealth Management's WFC Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its Wells Fargo (WFC) stake by 1.8% in Q2 2026, buying an estimated $5.14K and bringing the position to 3,665 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #180.

TCV Trust & Wealth Management first reported a position in WFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $10.7M in Q4 2017. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • TCV Trust & Wealth Management held 3,665 shares of Wells Fargo worth $303K as of Q2 2026.
  • TCV Trust & Wealth Management bought 64 Wells Fargo shares in Q2 2026, an estimated $5.14K.
  • Wells Fargo made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #180 holding.
  • TCV Trust & Wealth Management first reported a position in Wells Fargo in Q2 2013 and has held it in 44 quarters since.
  • TCV Trust & Wealth Management's Wells Fargo position peaked at $10.7M in Q4 2017.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.