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Truvestments Capital’s Wells Fargo WFC Stock Holding History

Truvestments Capital’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 		$99K Hold
1,243
– – 0.02% 385
2025
Q4 		$116K Sell
1,243
-400
-24% -$34.7K 0.02% 319
2025
Q3 		$138K Buy
1,643
+534
+48% +$43.3K 0.02% 309
2025
Q2 		$88.9K Sell
1,109
-29,223
-96% -$2.11M 0.02% 309
2025
Q1 		$2.18M Buy
30,332
+29,618
+4,148% +$2.22M 0.47% 64
2024
Q4 		$50.2K Buy
714
+194
+37% +$13.2K 0.01% 369
2024
Q3 		$29.4K Buy
+520
New +$29.4K 0.01% 444
2024
Q2 		– Sell
-520
Closed -$30.2K – 685
2024
Q1 		$30.2K Hold
520
– – 0.01% 399
2023
Q4 		$25.6K Sell
520
-100
-16% -$4.32K 0.01% 404
2023
Q3 		$25.3K Sell
620
-17
-3% -$734 0.01% 354
2023
Q2 		$27.2K Buy
637
+3
+0.5% +$121 0.01% 348
2023
Q1 		$23.7K Buy
634
+20
+3% +$872 0.01% 358
2022
Q4 		$25.3K Sell
614
-17
-3% -$752 0.01% 358
2022
Q3 		$25K Sell
631
-27
-4% -$1.16K 0.02% 321
2022
Q2 		$26K Buy
+658
New +$28.9K 0.02% 320
2022
Q1 		– Sell
-842
Closed -$40K – 546
2021
Q4 		$40K Buy
842
+17
+2% +$837 0.02% 289
2021
Q3 		$38K Buy
825
+52
+7% +$2.41K 0.02% 270
2021
Q2 		$35K Sell
773
-1,727
-69% -$77.1K 0.02% 277
2021
Q1 		$98K Buy
2,500
+1,789
+252% +$63.3K 0.06% 215
2020
Q4 		$21K Buy
+711
New +$18.4K 0.01% 359
2020
Q3 		– Sell
-637
Closed -$16K – 558
2020
Q2 		$16K Buy
637
+8
+1% +$219 0.02% 336
2020
Q1 		$18K Buy
+629
New +$26.7K 0.02% 279
2019
Q4 		– Sell
-1,380
Closed -$70K – 589
2019
Q3 		$70K Buy
1,380
+136
+11% +$6.41K 0.05% 215
2019
Q2 		$59K Sell
1,244
-156
-11% -$7.29K 0.04% 257
2019
Q1 		$68K Buy
+1,400
New +$68.9K 0.05% 211
2018
Q3 		$92K Buy
+1,752
New +$100K 0.04% 267

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

Truvestments Capital's WFC Position: Q1 2026 in Review

Truvestments Capital held its Wells Fargo (WFC) position steady in Q1 2026 at 1,243 shares worth $99K. The position accounts for 0.02% of the portfolio, ranked #385.

Truvestments Capital first reported a position in WFC in Q3 2018 and has held it in 26 quarters since. The position peaked at $2.18M in Q1 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Truvestments Capital held 1,243 shares of Wells Fargo worth $99K as of Q1 2026.
  • Truvestments Capital left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.02% of Truvestments Capital's portfolio in Q1 2026, its #385 holding.
  • Truvestments Capital first reported a position in Wells Fargo in Q3 2018 and has held it in 26 quarters since.
  • Truvestments Capital's Wells Fargo position peaked at $2.18M in Q1 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.