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 Q3	$6.16K	Hold	77	–	–	﹤0.01%	256
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

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

Trifecta Capital Advisors's WFC Position: Q3 2026 in Review

Trifecta Capital Advisors held its Wells Fargo (WFC) position steady in Q3 2026 at 77 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Trifecta Capital Advisors first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $49.2K in Q2 2023. 1,244 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Trifecta Capital Advisors held 77 shares of Wells Fargo worth $6.16K as of Q3 2026.
Trifecta Capital Advisors left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #256 holding.
Trifecta Capital Advisors first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Wells Fargo position peaked at $49.2K in Q2 2023.
1,244 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.