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Trivium Point Advisory’s Wells Fargo WFC Stock Holding History

Trivium Point Advisory’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 		– Sell
-5,711
Closed -$532K – 350
2025
Q4 		$532K Buy
5,711
+251
+5% +$21.8K 0.05% 234
2025
Q3 		$458K Buy
5,460
+498
+10% +$40.4K 0.05% 245
2025
Q2 		$398K Buy
4,962
+804
+19% +$58K 0.04% 256
2025
Q1 		$298K Buy
4,158
+584
+16% +$43.8K 0.04% 285
2024
Q4 		$251K Buy
3,574
+542
+18% +$37K 0.03% 309
2024
Q3 		$221K Buy
+3,032
New +$171K 0.03% 314

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trivium Point Advisory's WFC Position: Q1 2026 in Review

Trivium Point Advisory sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 5,711 shares — an estimated $532K sold.

Trivium Point Advisory first reported a position in WFC in Q3 2024 and held it in 6 quarters. The position peaked at $532K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Trivium Point Advisory reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Trivium Point Advisory sold 5,711 Wells Fargo shares in Q1 2026, an estimated $532K.
  • Trivium Point Advisory first reported a position in Wells Fargo in Q3 2024 and held it in 6 quarters.
  • Trivium Point Advisory's Wells Fargo position peaked at $532K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.