Twin City Private Wealth’s Wells Fargo WFC Stock Holding History

Twin City Private Wealth’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	$3.51M	Buy	42,497 +783	+2%	+$62.9K	2.46%	6
2026 Q1	$3.32M	Sell	41,714 -2,151	-5%	-$185K	2.52%	5
2025 Q4	$4.09M	Buy	43,865 +238	+0.5%	+$20.7K	3.09%	2
2025 Q3	$3.66M	Buy	43,627 +1,403	+3%	+$114K	2.85%	4
2025 Q2	$3.38M	Sell	42,224 -4,416	-9%	-$318K	2.76%	3
2025 Q1	$3.35M	Sell	46,640 -422	-0.9%	-$31.7K	2.95%	3
2024 Q4	$3.31M	Sell	47,062 -4,849	-9%	-$331K	2.92%	3
2024 Q3	$2.93M	Buy	51,911 +3,343	+7%	+$189K	2.54%	4
2024 Q2	$2.88M	Buy	48,568 +912	+2%	+$53.8K	2.72%	3
2024 Q1	$2.76M	Buy	+47,656	New	+$2.49M	2.72%	3

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin City Private Wealth's WFC Position: Q2 2026 in Review

Twin City Private Wealth increased its Wells Fargo (WFC) stake by 1.9% in Q2 2026, buying an estimated $62.9K and bringing the position to 42,497 shares worth $3.51M. The position accounts for 2.46% of the portfolio, ranked #6.

Twin City Private Wealth first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.09M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Twin City Private Wealth held 42,497 shares of Wells Fargo worth $3.51M as of Q2 2026.
Twin City Private Wealth bought 783 Wells Fargo shares in Q2 2026, an estimated $62.9K.
Wells Fargo made up 2.46% of Twin City Private Wealth's portfolio in Q2 2026, its #6 holding.
Twin City Private Wealth first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
Twin City Private Wealth's Wells Fargo position peaked at $4.09M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.