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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Twin City Private Wealth's WFC Position: Q1 2026 in Review

Twin City Private Wealth reduced its Wells Fargo (WFC) stake by 4.9% in Q1 2026, selling an estimated $185K and leaving 41,714 shares worth $3.32M. The position accounts for 2.52% of the portfolio, ranked #5.

Twin City Private Wealth first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.09M in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Twin City Private Wealth held 41,714 shares of Wells Fargo worth $3.32M as of Q1 2026.
Twin City Private Wealth sold 2,151 Wells Fargo shares in Q1 2026, an estimated $185K.
Wells Fargo made up 2.52% of Twin City Private Wealth's portfolio in Q1 2026, its #5 holding.
Twin City Private Wealth first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Wells Fargo position peaked at $4.09M in Q4 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.