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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
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Triumph Capital Management's WFC Position: Q2 2026 in Review

Triumph Capital Management increased its Wells Fargo (WFC) stake by 0.78% in Q2 2026, buying an estimated $27.9K and bringing the position to 44,682 shares worth $3.69M. The position accounts for 0.67% of the portfolio, ranked #33.

Triumph Capital Management first reported a position in WFC in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.14M in Q4 2025. 945 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Triumph Capital Management held 44,682 shares of Wells Fargo worth $3.69M as of Q2 2026.
  • Triumph Capital Management bought 347 Wells Fargo shares in Q2 2026, an estimated $27.9K.
  • Wells Fargo made up 0.67% of Triumph Capital Management's portfolio in Q2 2026, its #33 holding.
  • Triumph Capital Management first reported a position in Wells Fargo in Q2 2021 and has held it in 21 quarters since.
  • Triumph Capital Management's Wells Fargo position peaked at $4.14M in Q4 2025.
  • 945 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.