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Triasima Portfolio Management’s Wells Fargo WFC Stock Holding History

Triasima Portfolio 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 		– Sell
-5,478
Closed -$436K – 155
2026
Q1 		$436K Sell
5,478
-552
-9% -$47.4K 0.07% 123
2025
Q4 		$562K Sell
6,030
-1,450
-19% -$126K 0.08% 114
2025
Q3 		$627K Buy
+7,480
New +$607K 0.09% 123

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Triasima Portfolio Management's WFC Position: Q2 2026 in Review

Triasima Portfolio Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 5,478 shares — an estimated $436K sold.

Triasima Portfolio Management first reported a position in WFC in Q3 2025 and held it in 3 quarters. The position peaked at $627K in Q3 2025. 1,053 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Triasima Portfolio Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Triasima Portfolio Management sold 5,478 Wells Fargo shares in Q2 2026, an estimated $436K.
  • Triasima Portfolio Management first reported a position in Wells Fargo in Q3 2025 and held it in 3 quarters.
  • Triasima Portfolio Management's Wells Fargo position peaked at $627K in Q3 2025.
  • 1,053 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.