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Third View Private Wealth’s Wells Fargo WFC Stock Holding History

Third View 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
Q2 		$260K Sell
3,151
-862
-21% -$69.3K 0.03% 264
2026
Q1 		$319K Buy
4,013
+161
+4% +$13.8K 0.04% 223
2025
Q4 		$359K Buy
+3,852
New +$334K 0.05% 207

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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 22.96% 1-Year Est. Return

Third View Private Wealth's WFC Position: Q2 2026 in Review

Third View Private Wealth reduced its Wells Fargo (WFC) stake by 21% in Q2 2026, selling an estimated $69.3K and leaving 3,151 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #264.

Third View Private Wealth first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $359K in Q4 2025. 1,827 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Third View Private Wealth held 3,151 shares of Wells Fargo worth $260K as of Q2 2026.
  • Third View Private Wealth sold 862 Wells Fargo shares in Q2 2026, an estimated $69.3K.
  • Wells Fargo made up 0.03% of Third View Private Wealth's portfolio in Q2 2026, its #264 holding.
  • Third View Private Wealth first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Wells Fargo position peaked at $359K in Q4 2025.
  • 1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.