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Traphagen Investment Advisors’s Wells Fargo WFC Stock Holding History

Traphagen Investment Advisors’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 		$502K Buy
6,266
+2
+0% +$173 0.03% 132
2026
Q2 		$518K Sell
6,264
-98
-2% -$7.88K 0.04% 129
2026
Q1 		$506K Sell
6,362
-374
-6% -$32.1K 0.04% 125
2025
Q4 		$628K Buy
6,736
+390
+6% +$33.9K 0.05% 106
2025
Q3 		$532K Buy
6,346
+127
+2% +$10.3K 0.05% 117
2025
Q2 		$498K Sell
6,219
-229
-4% -$16.5K 0.05% 117
2025
Q1 		$463K Buy
6,448
+538
+9% +$40.4K 0.05% 117
2024
Q4 		$415K Sell
5,910
-532
-8% -$36.3K 0.04% 119
2024
Q3 		$364K Buy
6,442
+5
+0.1% +$283 0.04% 119
2024
Q2 		$382K Buy
6,437
+517
+9% +$30.5K 0.04% 113
2024
Q1 		$343K Sell
5,920
-475
-7% -$24.9K 0.04% 124
2023
Q4 		$315K Buy
6,395
+10
+0.2% +$432 0.04% 127
2023
Q3 		$261K Sell
6,385
-6,980
-52% -$301K 0.03% 131
2023
Q2 		$570K Buy
13,365
+4,444
+50% +$179K 0.07% 78
2023
Q1 		$333K Sell
8,921
-300
-3% -$13.1K 0.05% 114
2022
Q4 		$278K Buy
9,221
+386
+4% +$17.1K 0.04% 125
2022
Q3 		$355K Buy
8,835
+15
+0.2% +$644 0.07% 88
2022
Q2 		$345K Buy
8,820
+3,862
+78% +$169K 0.06% 95
2022
Q1 		$240K Sell
4,958
-2,845
-36% -$152K 0.04% 123
2021
Q4 		$374K Sell
7,803
-150
-2% -$7.38K 0.06% 93
2021
Q3 		$369K Sell
7,953
-293
-4% -$13.6K 0.07% 89
2021
Q2 		$373K Sell
8,246
-88
-1% -$3.93K 0.06% 96
2021
Q1 		$326K Sell
8,334
-373
-4% -$13.2K 0.06% 102
2020
Q4 		$263K Sell
8,707
-2,000
-19% -$51.8K 0.05% 114
2020
Q3 		$252K Sell
10,707
-972
-8% -$24K 0.05% 102
2020
Q2 		$299K Sell
11,679
-2,788
-19% -$76.3K 0.07% 96
2020
Q1 		$415K Buy
14,467
+747
+5% +$31.8K 0.11% 73
2019
Q4 		$738K Buy
13,720
+59
+0.4% +$3.09K 0.18% 46
2019
Q3 		$689K Buy
13,661
+632
+5% +$29.8K 0.18% 45
2019
Q2 		$617K Buy
13,029
+1,630
+14% +$76.2K 0.16% 48
2019
Q1 		$551K Buy
+11,399
New +$561K 0.16% 53

Other funds holding WFC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Traphagen Investment Advisors's WFC Position: Q3 2026 in Review

Traphagen Investment Advisors increased its Wells Fargo (WFC) stake by 0.03% in Q3 2026, buying an estimated $173 and bringing the position to 6,266 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #132.

Traphagen Investment Advisors first reported a position in WFC in Q1 2019 and has held it in 31 quarters since. The position peaked at $738K in Q4 2019. 319 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Traphagen Investment Advisors held 6,266 shares of Wells Fargo worth $502K as of Q3 2026.
  • Traphagen Investment Advisors bought 2 Wells Fargo shares in Q3 2026, an estimated $173.
  • Wells Fargo made up 0.03% of Traphagen Investment Advisors's portfolio in Q3 2026, its #132 holding.
  • Traphagen Investment Advisors first reported a position in Wells Fargo in Q1 2019 and has held it in 31 quarters since.
  • Traphagen Investment Advisors's Wells Fargo position peaked at $738K in Q4 2019.
  • 319 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.