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Trust Point Inc’s Wells Fargo WFC Stock Holding History

Trust Point Inc’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 		$4.52M Buy
54,673
+2,544
+5% +$204K 0.38% 38
2026
Q1 		$4.15M Buy
52,129
+4,844
+10% +$416K 0.36% 35
2025
Q4 		$4.41M Sell
47,285
-228
-0.5% -$19.8K 0.35% 35
2025
Q3 		$3.98M Buy
47,513
+850
+2% +$68.9K 0.32% 37
2025
Q2 		$3.74M Sell
46,663
-1,377
-3% -$99.3K 0.35% 31
2025
Q1 		$3.45M Sell
48,040
-4,687
-9% -$352K 0.31% 36
2024
Q4 		$3.7M Buy
52,727
+1,767
+3% +$121K 0.26% 38
2024
Q3 		$2.88M Sell
50,960
-384
-0.7% -$21.7K 0.22% 45
2024
Q2 		$3.05M Sell
51,344
-1,126
-2% -$66.5K 0.24% 42
2024
Q1 		$3.04M Buy
52,470
+1,705
+3% +$89.2K 0.24% 48
2023
Q4 		$2.5M Buy
+50,765
New +$2.19M 0.21% 52

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Trust Point Inc's WFC Position: Q2 2026 in Review

Trust Point Inc increased its Wells Fargo (WFC) stake by 4.9% in Q2 2026, buying an estimated $204K and bringing the position to 54,673 shares worth $4.52M. The position accounts for 0.38% of the portfolio, ranked #38.

Trust Point Inc first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Trust Point Inc held 54,673 shares of Wells Fargo worth $4.52M as of Q2 2026.
  • Trust Point Inc bought 2,544 Wells Fargo shares in Q2 2026, an estimated $204K.
  • Wells Fargo made up 0.38% of Trust Point Inc's portfolio in Q2 2026, its #38 holding.
  • Trust Point Inc first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.