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Trilogy Capital’s Wells Fargo WFC Stock Holding History

Trilogy Capital’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 		$359K Sell
4,342
-5
-0.1% -$402 0.01% 309
2026
Q1 		$346K Buy
4,347
+973
+29% +$83.6K 0.02% 300
2025
Q4 		$314K Sell
3,374
-54
-2% -$4.69K 0.01% 306
2025
Q3 		$287K Buy
3,428
+77
+2% +$6.24K 0.01% 318
2025
Q2 		$268K Buy
3,351
+337
+11% +$24.3K 0.01% 309
2025
Q1 		$216K Buy
+3,014
New +$226K 0.01% 320
2018
Q4 		– Sell
-815
Closed -$43K – 572
2018
Q3 		$43K Hold
815
– – 0.01% 205
2018
Q2 		$45K Sell
815
-35
-4% -$1.88K 0.01% 192
2018
Q1 		$45K Buy
+850
New +$50.5K 0.01% 170

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Trilogy Capital's WFC Position: Q2 2026 in Review

Trilogy Capital reduced its Wells Fargo (WFC) stake by 0.12% in Q2 2026, selling an estimated $402 and leaving 4,342 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #309.

Trilogy Capital first reported a position in WFC in Q1 2018 and has held it in 9 quarters since. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Trilogy Capital held 4,342 shares of Wells Fargo worth $359K as of Q2 2026.
  • Trilogy Capital sold 5 Wells Fargo shares in Q2 2026, an estimated $402.
  • Wells Fargo made up 0.01% of Trilogy Capital's portfolio in Q2 2026, its #309 holding.
  • Trilogy Capital first reported a position in Wells Fargo in Q1 2018 and has held it in 9 quarters since.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.