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 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	$9.86M	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TritonPoint Wealth's WFC Position: Q2 2026 in Review

TritonPoint Wealth reduced its Wells Fargo (WFC) stake by 51% in Q2 2026, selling an estimated $4.46M and leaving 53,056 shares worth $4.38M. The position accounts for 0.43% of the portfolio, ranked #57.

TritonPoint Wealth first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q3 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

TritonPoint Wealth held 53,056 shares of Wells Fargo worth $4.38M as of Q2 2026.
TritonPoint Wealth sold 55,475 Wells Fargo shares in Q2 2026, an estimated $4.46M.
Wells Fargo made up 0.43% of TritonPoint Wealth's portfolio in Q2 2026, its #57 holding.
TritonPoint Wealth first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Wells Fargo position peaked at $11M in Q3 2025.
2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.