TPCW
WFC icon

TD Private Client Wealth’s Wells Fargo WFC Stock Holding History

TD Private Client 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 		$8.55M Sell
107,349
-3,362
-3% -$289K 0.18% 79
2025
Q4 		$10.3M Sell
110,711
-1,922
-2% -$167K 0.22% 71
2025
Q3 		$9.44M Buy
112,633
+36,756
+48% +$2.98M 0.21% 71
2025
Q2 		$6.08M Buy
75,877
+1,836
+2% +$132K 0.15% 98
2025
Q1 		$5.32M Sell
74,041
-788
-1% -$59.2K 0.15% 105
2024
Q4 		$5.26M Sell
74,829
-1,925
-3% -$131K 0.15% 102
2024
Q3 		$4.34M Sell
76,754
-24,515
-24% -$1.39M 0.12% 125
2024
Q2 		$6.01M Sell
101,269
-6,085
-6% -$359K 0.19% 81
2024
Q1 		$6.22M Buy
107,354
+7,528
+8% +$394K 0.2% 79
2023
Q4 		$4.91M Sell
99,826
-12,843
-11% -$554K 0.18% 99
2023
Q3 		$4.6M Sell
112,669
-17,381
-13% -$750K 0.2% 102
2023
Q2 		$5.55M Buy
130,050
+14,587
+13% +$587K 0.24% 88
2023
Q1 		$4.32M Buy
115,463
+4,402
+4% +$192K 0.19% 117
2022
Q4 		$4.59M Sell
111,061
-10,592
-9% -$469K 0.22% 107
2022
Q3 		$4.89M Buy
121,653
+5,840
+5% +$251K 0.25% 90
2022
Q2 		$4.54M Sell
115,813
-100
-0.1% -$4.39K 0.22% 104
2022
Q1 		$5.62M Sell
115,913
-9,126
-7% -$488K 0.24% 95
2021
Q4 		$6M Sell
125,039
-22,345
-15% -$1.1M 0.25% 90
2021
Q3 		$6.84M Buy
147,384
+19,378
+15% +$897K 0.29% 79
2021
Q2 		$5.8M Buy
128,006
+72,381
+130% +$3.23M 0.25% 90
2021
Q1 		$2.17M Buy
55,625
+8,623
+18% +$305K 0.1% 217
2020
Q4 		$1.42M Sell
47,002
-496
-1% -$12.8K 0.07% 265
2020
Q3 		$1.12M Sell
47,498
-2,760
-5% -$68K 0.06% 275
2020
Q2 		$1.29M Sell
50,258
-40,420
-45% -$1.11M 0.08% 250
2020
Q1 		$2.6M Buy
90,678
+8,608
+10% +$366K 0.19% 116
2019
Q4 		$4.42M Buy
+82,070
New +$4.3M 0.26% 87

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

TD Private Client Wealth's WFC Position: Q1 2026 in Review

TD Private Client Wealth reduced its Wells Fargo (WFC) stake by 3% in Q1 2026, selling an estimated $289K and leaving 107,349 shares worth $8.55M. The position accounts for 0.18% of the portfolio, ranked #79.

TD Private Client Wealth first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.3M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • TD Private Client Wealth held 107,349 shares of Wells Fargo worth $8.55M as of Q1 2026.
  • TD Private Client Wealth sold 3,362 Wells Fargo shares in Q1 2026, an estimated $289K.
  • Wells Fargo made up 0.18% of TD Private Client Wealth's portfolio in Q1 2026, its #79 holding.
  • TD Private Client Wealth first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Wells Fargo position peaked at $10.3M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.