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Tower Trust & Investment Company’s Wells Fargo WFC Stock Holding History

Tower Trust & Investment Company’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 		$736K Hold
8,908
– – 0.45% 55
2026
Q1 		$709K Hold
8,908
– – 0.47% 56
2025
Q4 		$830K Hold
8,908
– – 0.52% 45
2025
Q3 		$747K Hold
8,908
– – 0.5% 51
2025
Q2 		$714K Hold
8,908
– – 0.51% 53
2025
Q1 		$633K Buy
+8,908
New +$669K 0.51% 56

Other funds holding WFC

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Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Tower Trust & Investment Company's WFC Position: Q2 2026 in Review

Tower Trust & Investment Company held its Wells Fargo (WFC) position steady in Q2 2026 at 8,908 shares worth $736K. The position accounts for 0.45% of the portfolio, ranked #55.

Tower Trust & Investment Company first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $830K in Q4 2025. 1,037 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Tower Trust & Investment Company held 8,908 shares of Wells Fargo worth $736K as of Q2 2026.
  • Tower Trust & Investment Company left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.45% of Tower Trust & Investment Company's portfolio in Q2 2026, its #55 holding.
  • Tower Trust & Investment Company first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Tower Trust & Investment Company's Wells Fargo position peaked at $830K in Q4 2025.
  • 1,037 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.