TritonPoint Wealth
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TritonPoint Wealth’s Wells Fargo WFC Stock Holding History

TritonPoint Wealth’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 		$4M Sell
49,972
-3,084
-6% -$267K 0.4% 58
2026
Q2 		$4.38M Sell
53,056
-55,475
-51% -$4.46M 0.43% 57
2026
Q1 		$8.64M Sell
108,531
-2,851
-3% -$245K 0.93% 28
2025
Q4 		$10.4M Sell
111,382
-19,288
-15% -$1.67M 1.05% 25
2025
Q3 		$11M Sell
130,670
-3,838
-3% -$311K 0.94% 24
2025
Q2 		$10.8M Sell
134,508
-2,902
-2% -$209K 1% 23
2025
Q1 		$9.9M Sell
137,410
-1,113
-0.8% -$83.6K 0.94% 26
2024
Q4 		$9.7M Sell
138,523
-5,440
-4% -$371K 0.88% 26
2024
Q3 		$8.05M Buy
143,963
+6,262
+5% +$354K 0.74% 37
2024
Q2 		$8.18M Sell
137,701
-2,325
-2% -$137K 0.79% 34
2024
Q1 		$6.33M Buy
140,026
+2,732
+2% +$143K 0.66% 41
2023
Q4 		$6.76M Buy
+137,294
New +$5.92M 0.66% 41

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TritonPoint Wealth's WFC Position: Q3 2026 in Review

TritonPoint Wealth reduced its Wells Fargo (WFC) stake by 5.8% in Q3 2026, selling an estimated $267K and leaving 49,972 shares worth $4M. The position accounts for 0.4% of the portfolio, ranked #58.

TritonPoint Wealth first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $11M in Q3 2025. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • TritonPoint Wealth held 49,972 shares of Wells Fargo worth $4M as of Q3 2026.
  • TritonPoint Wealth sold 3,084 Wells Fargo shares in Q3 2026, an estimated $267K.
  • Wells Fargo made up 0.4% of TritonPoint Wealth's portfolio in Q3 2026, its #58 holding.
  • TritonPoint Wealth first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
  • TritonPoint Wealth's Wells Fargo position peaked at $11M in Q3 2025.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.