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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Trifecta Capital Advisors's WFC Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 152 shares — an estimated $12.7K sold.

Trifecta Capital Advisors first reported a position in WFC in Q4 2022 and held it in 12 quarters. The position peaked at $49.2K in Q2 2023. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Trifecta Capital Advisors reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 152 Wells Fargo shares in Q4 2025, an estimated $12.7K.
Trifecta Capital Advisors first reported a position in Wells Fargo in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Wells Fargo position peaked at $49.2K in Q2 2023.
2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.