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 Q2	$8.7M	Sell	105,248 -2,101	-2%	-$169K	0.16%	88
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Private Client Wealth's WFC Position: Q2 2026 in Review

TD Private Client Wealth reduced its Wells Fargo (WFC) stake by 2% in Q2 2026, selling an estimated $169K and leaving 105,248 shares worth $8.7M. The position accounts for 0.16% of the portfolio, ranked #88.

TD Private Client Wealth first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.3M in Q4 2025. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

TD Private Client Wealth held 105,248 shares of Wells Fargo worth $8.7M as of Q2 2026.
TD Private Client Wealth sold 2,101 Wells Fargo shares in Q2 2026, an estimated $169K.
Wells Fargo made up 0.16% of TD Private Client Wealth's portfolio in Q2 2026, its #88 holding.
TD Private Client Wealth first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's Wells Fargo position peaked at $10.3M in Q4 2025.
2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.