Triumph Capital Management
WFC icon

Triumph Capital Management’s Wells Fargo WFC Stock Holding History

Triumph Capital Management’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 		$3.58M Buy
44,716
+34
+0.1% +$2.94K 0.62% 38
2026
Q2 		$3.69M Buy
44,682
+347
+0.8% +$27.9K 0.67% 33
2026
Q1 		$3.53M Sell
44,335
-33
-0.1% -$2.83K 0.72% 32
2025
Q4 		$4.14M Buy
44,368
+36,906
+495% +$3.2M 0.89% 29
2025
Q3 		$626K Hold
7,462
– – 0.17% 137
2025
Q2 		$598K Sell
7,462
-1,450
-16% -$105K 0.18% 138
2025
Q1 		$640K Buy
8,912
+210
+2% +$15.8K 0.21% 124
2024
Q4 		$611K Sell
8,702
-321
-4% -$21.9K 0.21% 120
2024
Q3 		$510K Sell
9,023
-6
-0.1% -$339 0.18% 134
2024
Q2 		$536K Buy
9,029
+41
+0.5% +$2.42K 0.21% 112
2024
Q1 		$518K Sell
8,988
-6,852
-43% -$358K 0.21% 112
2023
Q4 		$780K Sell
15,840
-4,085
-21% -$176K 0.33% 68
2023
Q3 		$814K Sell
19,925
-5,521
-22% -$238K 0.37% 65
2023
Q2 		$1.09M Buy
25,446
+5,133
+25% +$207K 0.49% 44
2023
Q1 		$759K Sell
20,313
-1,462
-7% -$63.7K 0.39% 49
2022
Q4 		$899K Buy
21,775
+8,023
+58% +$355K 0.48% 41
2022
Q3 		$553K Sell
13,752
-103
-0.7% -$4.42K 0.3% 78
2022
Q2 		$543K Sell
13,855
-349
-2% -$15.3K 0.29% 83
2022
Q1 		$688K Sell
14,204
-6,361
-31% -$340K 0.3% 84
2021
Q4 		$987K Buy
20,565
+1,867
+10% +$91.9K 0.43% 56
2021
Q3 		$868K Buy
18,698
+15
+0.1% +$694 0.41% 60
2021
Q2 		$840K Buy
+18,683
New +$834K 0.49% 49

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Triumph Capital Management's WFC Position: Q3 2026 in Review

Triumph Capital Management increased its Wells Fargo (WFC) stake by 0.08% in Q3 2026, buying an estimated $2.94K and bringing the position to 44,716 shares worth $3.58M. The position accounts for 0.62% of the portfolio, ranked #38.

Triumph Capital Management first reported a position in WFC in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.14M in Q4 2025. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Triumph Capital Management held 44,716 shares of Wells Fargo worth $3.58M as of Q3 2026.
  • Triumph Capital Management bought 34 Wells Fargo shares in Q3 2026, an estimated $2.94K.
  • Wells Fargo made up 0.62% of Triumph Capital Management's portfolio in Q3 2026, its #38 holding.
  • Triumph Capital Management first reported a position in Wells Fargo in Q2 2021 and has held it in 22 quarters since.
  • Triumph Capital Management's Wells Fargo position peaked at $4.14M in Q4 2025.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.