TI
WFC icon

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
Q2 		$490K Sell
5,946
-95
-2% -$7.63K 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% +$3.33K 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 		$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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

tru Independence's WFC Position: Q2 2026 in Review

tru Independence reduced its Wells Fargo (WFC) stake by 1.6% in Q2 2026, selling an estimated $7.63K and leaving 5,946 shares worth $490K. The position accounts for 0.21% of the portfolio, ranked #53.

tru Independence first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.33M in Q1 2024. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • tru Independence held 5,946 shares of Wells Fargo worth $490K as of Q2 2026.
  • tru Independence sold 95 Wells Fargo shares in Q2 2026, an estimated $7.63K.
  • Wells Fargo made up 0.21% of tru Independence's portfolio in Q2 2026, its #53 holding.
  • tru Independence first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • tru Independence's Wells Fargo position peaked at $7.33M in Q1 2024.
  • 2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.