Trifecta Capital Advisors’s Wells Fargo WFC Stock Holding History

Trifecta Capital 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	$6.36K	Buy	+77	New	+$6.19K	﹤0.01%	266
2025 Q4	–	Sell	-152	Closed	-$12.7K	–	445
2025 Q3	$12.7K	Hold	152	–	–	﹤0.01%	231
2025 Q2	$12.2K	Hold	152	–	–	﹤0.01%	232
2025 Q1	$10.9K	Hold	152	–	–	﹤0.01%	213
2024 Q4	$10.7K	Hold	152	–	–	﹤0.01%	211
2024 Q3	$8.59K	Hold	152	–	–	﹤0.01%	223
2024 Q2	$9.03K	Hold	152	–	–	﹤0.01%	222
2024 Q1	$8.81K	Hold	152	–	–	﹤0.01%	208
2023 Q4	$7.48K	Sell	152 -1,000	-87%	-$43.2K	﹤0.01%	222
2023 Q3	$47.1K	Hold	1,152	–	–	0.02%	139
2023 Q2	$49.2K	Buy	1,152 +1,000	+658%	+$40.3K	0.02%	143
2023 Q1	$5.68K	Hold	152	–	–	﹤0.01%	224
2022 Q4	$6.28K	Buy	+152	New	+$6.73K	﹤0.01%	209

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trifecta Capital Advisors's WFC Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 77 shares worth $6.36K. The stake represents ﹤0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in WFC as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in WFC in Q4 2022 and has held it in 13 quarters since. The position peaked at $49.2K in Q2 2023. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Trifecta Capital Advisors held 77 shares of Wells Fargo worth $6.36K as of Q2 2026.
Wells Fargo was a new Trifecta Capital Advisors position in Q2 2026.
Wells Fargo made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #266 holding.
Trifecta Capital Advisors first reported a position in Wells Fargo in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Wells Fargo position peaked at $49.2K in Q2 2023.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.