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Traveka Wealth’s Wells Fargo WFC Stock Holding History

Traveka 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
Q2 		$467K Buy
5,650
+102
+2% +$8.2K 0.16% 103
2026
Q1 		$442K Sell
5,548
-174
-3% -$14.9K 0.17% 93
2025
Q4 		$533K Buy
5,722
+20
+0.4% +$1.74K 0.22% 81
2025
Q3 		$478K Buy
5,702
+33
+0.6% +$2.68K 0.21% 79
2025
Q2 		$454K Buy
5,669
+888
+19% +$64K 0.24% 70
2025
Q1 		$343K Sell
4,781
-114
-2% -$8.56K 0.19% 89
2024
Q4 		$344K Buy
4,895
+920
+23% +$62.8K 0.19% 86
2024
Q3 		$225K Buy
3,975
+295
+8% +$16.7K 0.11% 117
2024
Q2 		$219K Buy
3,680
+1
+0% +$59 0.11% 116
2024
Q1 		$213K Buy
+3,679
New +$192K 0.1% 119

Other funds holding WFC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Traveka Wealth's WFC Position: Q2 2026 in Review

Traveka Wealth increased its Wells Fargo (WFC) stake by 1.8% in Q2 2026, buying an estimated $8.2K and bringing the position to 5,650 shares worth $467K. The position accounts for 0.16% of the portfolio, ranked #103.

Traveka Wealth first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $533K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Traveka Wealth held 5,650 shares of Wells Fargo worth $467K as of Q2 2026.
  • Traveka Wealth bought 102 Wells Fargo shares in Q2 2026, an estimated $8.2K.
  • Wells Fargo made up 0.16% of Traveka Wealth's portfolio in Q2 2026, its #103 holding.
  • Traveka Wealth first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
  • Traveka Wealth's Wells Fargo position peaked at $533K in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.