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 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	$9.86M	Sell	137,410 -1,113	-0.8%	-$83.6K	0.94%	26
2024 Q4	$9.73M	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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

TritonPoint Wealth's WFC Position: Q1 2026 in Review

TritonPoint Wealth reduced its Wells Fargo (WFC) stake by 2.6% in Q1 2026, selling an estimated $245K and leaving 108,531 shares worth $8.64M. The position accounts for 0.93% of the portfolio, ranked #28.

TritonPoint Wealth first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $11M in Q3 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

TritonPoint Wealth held 108,531 shares of Wells Fargo worth $8.64M as of Q1 2026.
TritonPoint Wealth sold 2,851 Wells Fargo shares in Q1 2026, an estimated $245K.
Wells Fargo made up 0.93% of TritonPoint Wealth's portfolio in Q1 2026, its #28 holding.
TritonPoint Wealth first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Wells Fargo position peaked at $11M in Q3 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.