TIA
WFC icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Traphagen Investment Advisors's WFC Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its Wells Fargo (WFC) stake by 1.5% in Q2 2026, selling an estimated $7.88K and leaving 6,264 shares worth $518K. The position accounts for 0.04% of the portfolio, ranked #129.

Traphagen Investment Advisors first reported a position in WFC in Q1 2019 and has held it in 30 quarters since. The position peaked at $738K in Q4 2019. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Traphagen Investment Advisors held 6,264 shares of Wells Fargo worth $518K as of Q2 2026.
  • Traphagen Investment Advisors sold 98 Wells Fargo shares in Q2 2026, an estimated $7.88K.
  • Wells Fargo made up 0.04% of Traphagen Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • Traphagen Investment Advisors first reported a position in Wells Fargo in Q1 2019 and has held it in 30 quarters since.
  • Traphagen Investment Advisors's Wells Fargo position peaked at $738K in Q4 2019.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.