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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
Q3 		$349K Sell
4,368
-1,578
-27% -$137K 0.15% 74
2026
Q2 		$490K Sell
5,946
-95
-2% -$7.64K 0.21% 53
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% +$3.32K 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 		$6.36M 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 		$599K Buy
23,422
+3,508
+18% +$96K 0.09% 157
2020
Q1 		$573K Hold
19,914
– – 0.09% 134
2019
Q4 		$573K Buy
+19,914
New +$1.04M 0.08% 152

Other funds holding WFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

tru Independence's WFC Position: Q3 2026 in Review

tru Independence reduced its Wells Fargo (WFC) stake by 27% in Q3 2026, selling an estimated $137K and leaving 4,368 shares worth $349K. The position accounts for 0.15% of the portfolio, ranked #74.

tru Independence first reported a position in WFC in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.33M in Q1 2024. 640 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • tru Independence held 4,368 shares of Wells Fargo worth $349K as of Q3 2026.
  • tru Independence sold 1,578 Wells Fargo shares in Q3 2026, an estimated $137K.
  • Wells Fargo made up 0.15% of tru Independence's portfolio in Q3 2026, its #74 holding.
  • tru Independence first reported a position in Wells Fargo in Q4 2019 and has held it in 28 quarters since.
  • tru Independence's Wells Fargo position peaked at $7.33M in Q1 2024.
  • 640 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.