Triangle Securities Wealth Management’s Wells Fargo WFC Stock Holding History

Triangle Securities Wealth Management’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	$2.66M	Buy	32,176 +446	+1%	+$35.8K	0.53%	54
2026 Q1	$2.53M	Sell	31,730 -34,226	-52%	-$2.94M	0.57%	55
2025 Q4	$5.83M	Buy	65,956 +32,307	+96%	+$2.8M	1.23%	21
2025 Q3	$2.82M	Buy	33,649 +3,750	+13%	+$304K	0.64%	48
2025 Q2	$2.4M	Sell	29,899 -4,708	-14%	-$339K	0.59%	51
2025 Q1	$2.48M	Sell	34,607 -454	-1%	-$34.1K	0.64%	47
2024 Q4	$2.46M	Sell	35,061 -630	-2%	-$43K	0.63%	45
2024 Q3	$2.02M	Sell	35,691 -974	-3%	-$55.1K	0.52%	58
2024 Q2	$2.18M	Sell	36,665 -852	-2%	-$50.3K	0.61%	52
2024 Q1	$2.17M	Sell	37,517 -35	-0.1%	-$1.83K	0.62%	49
2023 Q4	$1.85M	Sell	37,552 -648	-2%	-$28K	0.57%	58
2023 Q3	$1.56M	Sell	38,200 -1,142	-3%	-$49.3K	0.56%	58
2023 Q2	$1.68M	Sell	39,342 -1,701	-4%	-$68.5K	0.58%	56
2023 Q1	$1.53M	Sell	41,043 -600	-1%	-$26.2K	0.55%	60
2022 Q4	$1.72M	Sell	41,643 -213	-0.5%	-$9.43K	0.63%	51
2022 Q3	$1.68M	Buy	41,856 +403	+1%	+$17.3K	0.69%	46
2022 Q2	$1.62M	Buy	41,453 +887	+2%	+$38.9K	0.63%	52
2022 Q1	$1.97M	Sell	40,566 -2,726	-6%	-$146K	0.66%	47
2021 Q4	$2.08M	Buy	43,292 +720	+2%	+$35.4K	0.65%	44
2021 Q3	$1.98M	Buy	42,572 +2,684	+7%	+$124K	0.67%	45
2021 Q2	$1.81M	Buy	39,888 +651	+2%	+$29.1K	0.61%	55
2021 Q1	$1.53M	Buy	39,237 +100	+0.3%	+$3.54K	0.55%	63
2020 Q4	$1.18M	Sell	39,137 -2,309	-6%	-$59.8K	0.47%	73
2020 Q3	$974K	Sell	41,446 -436	-1%	-$10.7K	0.44%	73
2020 Q2	$1.07M	Buy	41,882 +5,056	+14%	+$138K	0.51%	68
2020 Q1	$1.06M	Sell	36,826 -10,842	-23%	-$461K	0.61%	56
2019 Q4	$2.56M	Sell	47,668 -934	-2%	-$48.9K	1.11%	27
2019 Q3	$2.45M	Buy	48,602 +2,351	+5%	+$111K	1.2%	23
2019 Q2	$2.2M	Buy	46,251 +109	+0.2%	+$5.1K	1.12%	25
2019 Q1	$2.23M	Sell	46,142 -589	-1%	-$29K	1.17%	23
2018 Q4	$2.15M	Sell	46,731 -2,846	-6%	-$146K	1.27%	23
2018 Q3	$2.61M	Buy	49,577 +62	+0.1%	+$3.54K	1.38%	18
2018 Q2	$2.75M	Buy	49,515 +103	+0.2%	+$5.52K	1.53%	16
2018 Q1	$2.59M	Sell	49,412 -58	-0.1%	-$3.44K	1.49%	16
2017 Q4	$3M	Buy	49,470 +412	+0.8%	+$23.3K	1.71%	13
2017 Q3	$2.71M	Buy	49,058 +291	+0.6%	+$15.5K	1.61%	13
2017 Q2	$2.7M	Buy	48,767 +1,781	+4%	+$95.4K	1.79%	13
2017 Q1	$2.62M	Sell	46,986 -71	-0.2%	-$4.03K	1.67%	13
2016 Q4	$2.59M	Sell	47,057 -581	-1%	-$29.2K	1.73%	14
2016 Q3	$2.11M	Buy	47,638 +1,103	+2%	+$52.8K	1.46%	21
2016 Q2	$2.2M	Sell	46,535 -1,039	-2%	-$50.7K	1.64%	18
2016 Q1	$2.3M	Buy	47,574 +3,277	+7%	+$160K	1.5%	20
2015 Q4	$2.41M	Buy	44,297 +50	+0.1%	+$2.71K	1.61%	17
2015 Q3	$2.27M	Buy	44,247 +3,750	+9%	+$206K	1.72%	14
2015 Q2	$2.28M	Buy	40,497 +5	+0%	+$279	1.61%	16
2015 Q1	$2.2M	Buy	40,492 +473	+1%	+$25.6K	1.53%	17
2014 Q4	$2.19M	Sell	40,019 -825	-2%	-$43.7K	1.56%	18
2014 Q3	$2.12M	Sell	40,844 -76	-0.2%	-$3.91K	1.63%	16
2014 Q2	$2.15M	Sell	40,920 -6,265	-13%	-$315K	1.65%	16
2014 Q1	$1.75M	Buy	47,185 +4,733	+11%	+$220K	1.57%	17
2013 Q4	$1.93M	Sell	42,452 -223	-0.5%	-$9.63K	1.56%	18
2013 Q3	$1.76M	Sell	42,675 -4,970	-10%	-$212K	1.54%	19
2013 Q2	$1.97M	Buy	+47,645	New	+$1.86M	1.45%	17

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Triangle Securities Wealth Management's WFC Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Wells Fargo (WFC) stake by 1.4% in Q2 2026, buying an estimated $35.8K and bringing the position to 32,176 shares worth $2.66M. The position accounts for 0.53% of the portfolio, ranked #54.

Triangle Securities Wealth Management first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.83M in Q4 2025. 567 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Triangle Securities Wealth Management held 32,176 shares of Wells Fargo worth $2.66M as of Q2 2026.
Triangle Securities Wealth Management bought 446 Wells Fargo shares in Q2 2026, an estimated $35.8K.
Wells Fargo made up 0.53% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #54 holding.
Triangle Securities Wealth Management first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
Triangle Securities Wealth Management's Wells Fargo position peaked at $5.83M in Q4 2025.
567 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.