Third View Private Wealth
WFC icon

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
Q3 		$253K Buy
3,156
+5
+0.2% +$433 0.03% 247
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Third View Private Wealth's WFC Position: Q3 2026 in Review

Third View Private Wealth increased its Wells Fargo (WFC) stake by 0.16% in Q3 2026, buying an estimated $433 and bringing the position to 3,156 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #247.

Third View Private Wealth first reported a position in WFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $359K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Third View Private Wealth held 3,156 shares of Wells Fargo worth $253K as of Q3 2026.
  • Third View Private Wealth bought 5 Wells Fargo shares in Q3 2026, an estimated $433.
  • Wells Fargo made up 0.03% of Third View Private Wealth's portfolio in Q3 2026, its #247 holding.
  • Third View Private Wealth first reported a position in Wells Fargo in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Wells Fargo position peaked at $359K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.