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Trajan Wealth’s Wells Fargo WFC Stock Holding History

Trajan 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
Q1 		$12.8M Buy
160,351
+24,562
+18% +$2.11M 0.52% 52
2025
Q4 		$12.7M Buy
135,789
+17,292
+15% +$1.5M 0.53% 51
2025
Q3 		$9.93M Buy
118,497
+26,812
+29% +$2.17M 0.43% 54
2025
Q2 		$7.35M Buy
91,685
+14,720
+19% +$1.06M 0.36% 57
2025
Q1 		$5.53M Buy
76,965
+9,275
+14% +$696K 0.3% 61
2024
Q4 		$4.75M Buy
67,690
+6,852
+11% +$468K 0.26% 76
2024
Q3 		$3.44M Buy
60,838
+8,358
+16% +$473K 0.2% 97
2024
Q2 		$3.12M Buy
52,480
+5,051
+11% +$298K 0.2% 95
2024
Q1 		$2.75M Buy
+47,429
New +$2.48M 0.19% 99

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trajan Wealth's WFC Position: Q1 2026 in Review

Trajan Wealth increased its Wells Fargo (WFC) stake by 18% in Q1 2026, buying an estimated $2.11M and bringing the position to 160,351 shares worth $12.8M. The position accounts for 0.52% of the portfolio, ranked #52.

Trajan Wealth first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Trajan Wealth held 160,351 shares of Wells Fargo worth $12.8M as of Q1 2026.
  • Trajan Wealth bought 24,562 Wells Fargo shares in Q1 2026, an estimated $2.11M.
  • Wells Fargo made up 0.52% of Trajan Wealth's portfolio in Q1 2026, its #52 holding.
  • Trajan Wealth first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.