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tru Independence’s Wells Fargo WFC Stock Holding History

tru Independence’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 		$480K Buy
6,041
+1,190
+25% +$102K 0.24% 51
2025
Q4 		$451K Buy
4,851
+801
+20% +$69.5K 0.11% 90
2025
Q3 		$339K Buy
4,050
+41
+1% +$3.33K 0.09% 105
2025
Q2 		$321K Sell
4,009
-250
-6% -$18K 0.09% 99
2025
Q1 		$306K Buy
4,259
+301
+8% +$22.6K 0.09% 96
2024
Q4 		$278K Sell
3,958
-112,759
-97% -$7.7M 0.09% 97
2024
Q3 		$6.59M Sell
116,717
-1,953
-2% -$110K 1.93% 13
2024
Q2 		$7.05M Sell
118,670
-7,800
-6% -$460K 2.13% 13
2024
Q1 		$7.33M Sell
126,470
-5,659
-4% -$296K 2.16% 10
2023
Q4 		$6.5M Sell
132,129
-2,233
-2% -$96.4K 1.97% 11
2023
Q3 		$5.49M Buy
134,362
+443
+0.3% +$19.1K 1.9% 15
2023
Q2 		$5.72M Buy
133,919
+5,690
+4% +$229K 1.88% 15
2023
Q1 		$4.79M Sell
128,229
-7,953
-6% -$347K 1.54% 31
2022
Q4 		$5.62M Buy
136,182
+1,519
+1% +$67.2K 1.82% 22
2022
Q3 		$5.42M Sell
134,663
-165
-0.1% -$7.09K 1.91% 12
2022
Q2 		$5.28M Buy
134,828
+3,469
+3% +$152K 1.7% 25
2022
Q1 		$6.37M Buy
131,359
+12,426
+10% +$665K 1.72% 16
2021
Q4 		$5.71M Sell
118,933
-1,487
-1% -$73.2K 1.56% 27
2021
Q3 		$5.59M Sell
120,420
-1,997
-2% -$92.4K 1.56% 26
2021
Q2 		$5.54M Buy
122,417
+345
+0.3% +$15.4K 1.63% 30
2021
Q1 		$4.77M Buy
122,072
+116,045
+1,925% +$4.11M 0.9% 46
2020
Q4 		$52.9K Buy
6,027
+3,100
+106% +$80.3K 0.1% 82
2020
Q3 		$69K Sell
2,927
-20,495
-88% -$505K 0.02% 196
2020
Q2 		$599 Buy
23,422
+3,508
+18% +$96K 0.09% 157
2020
Q1 		$573 Hold
19,914
– – 0.09% 134
2019
Q4 		$573K Buy
+19,914
New +$1.04M 0.08% 152

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

tru Independence's WFC Position: Q1 2026 in Review

tru Independence increased its Wells Fargo (WFC) stake by 25% in Q1 2026, buying an estimated $102K and bringing the position to 6,041 shares worth $480K. The position accounts for 0.24% of the portfolio, ranked #51.

tru Independence first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.33M in Q1 2024. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • tru Independence held 6,041 shares of Wells Fargo worth $480K as of Q1 2026.
  • tru Independence bought 1,190 Wells Fargo shares in Q1 2026, an estimated $102K.
  • Wells Fargo made up 0.24% of tru Independence's portfolio in Q1 2026, its #51 holding.
  • tru Independence first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
  • tru Independence's Wells Fargo position peaked at $7.33M in Q1 2024.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.