Trivium Point Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Trivium Point Advisory's WFC Position: Q2 2026 in Review
Trivium Point Advisory opened a new position in Wells Fargo (WFC) in Q2 2026: 6,900 shares worth $570K. The stake represents 0.05% of the portfolio and ranks #242 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in WFC as recently as Q4 2025.
Trivium Point Advisory first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Trivium Point Advisory held 6,900 shares of Wells Fargo worth $570K as of Q2 2026.
- Wells Fargo was a new Trivium Point Advisory position in Q2 2026.
- Wells Fargo made up 0.05% of Trivium Point Advisory's portfolio in Q2 2026, its #242 holding.
- Trivium Point Advisory first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.