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TFC Financial Management’s Wells Fargo WFC Stock Holding History

TFC Financial 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 		$9.34K Buy
113
+20
+22% +$1.61K ﹤0.01% 432
2026
Q1 		$7.4K Hold
93
– – ﹤0.01% 424
2025
Q4 		$8.67K Sell
93
-1,212
-93% -$105K ﹤0.01% 403
2025
Q3 		$109K Buy
1,305
+1,212
+1,303% +$98.3K 0.01% 188
2025
Q2 		$7.45K Sell
93
-30
-24% -$2.16K ﹤0.01% 397
2025
Q1 		$8.83K Buy
123
+30
+32% +$2.25K ﹤0.01% 367
2024
Q4 		$6.53K Hold
93
– – ﹤0.01% 389
2024
Q3 		$5.25K Sell
93
-12
-11% -$679 ﹤0.01% 415
2024
Q2 		$6.24K Buy
105
+12
+13% +$708 ﹤0.01% 371
2024
Q1 		$5.39K Sell
93
-232
-71% -$12.1K ﹤0.01% 378
2023
Q4 		$16K Sell
325
-330
-50% -$14.2K ﹤0.01% 301
2023
Q3 		$26.8K Hold
655
– – 0.01% 266
2023
Q2 		$28K Buy
655
+276
+73% +$11.1K 0.01% 260
2023
Q1 		$14.2K Buy
379
+58
+18% +$2.53K ﹤0.01% 344
2022
Q4 		$13.3K Buy
321
+2
+0.6% +$89 ﹤0.01% 284
2022
Q3 		$13K Hold
319
– – ﹤0.01% 296
2022
Q2 		$12K Hold
319
– – ﹤0.01% 300
2022
Q1 		$15K Hold
319
– – ﹤0.01% 281
2021
Q4 		$15K Sell
319
-166
-34% -$8.17K ﹤0.01% 302
2021
Q3 		$23K Buy
485
+166
+52% +$7.68K 0.01% 263
2021
Q2 		$14K Hold
319
– – ﹤0.01% 297
2021
Q1 		$12K Hold
319
– – ﹤0.01% 299
2020
Q4 		$10K Sell
319
-160
-33% -$4.14K ﹤0.01% 316
2020
Q3 		$11K Buy
+479
New +$11.8K 0.01% 293

Other funds holding WFC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

TFC Financial Management's WFC Position: Q2 2026 in Review

TFC Financial Management increased its Wells Fargo (WFC) stake by 22% in Q2 2026, buying an estimated $1.61K and bringing the position to 113 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

TFC Financial Management first reported a position in WFC in Q3 2020 and has held it in 24 quarters since. The position peaked at $109K in Q3 2025. 1,501 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • TFC Financial Management held 113 shares of Wells Fargo worth $9.34K as of Q2 2026.
  • TFC Financial Management bought 20 Wells Fargo shares in Q2 2026, an estimated $1.61K.
  • Wells Fargo made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #432 holding.
  • TFC Financial Management first reported a position in Wells Fargo in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Wells Fargo position peaked at $109K in Q3 2025.
  • 1,501 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.