Twin Focus Capital Partners’s Wells Fargo WFC Stock Holding History

Twin Focus Capital Partners’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	–	Sell	-4,326	Closed	-$403K	–	197
2025 Q4	$403K	Buy	4,326 +279	+7%	+$24.2K	0.05%	146
2025 Q3	$339K	Hold	4,047	–	–	0.04%	146
2025 Q2	$324K	Hold	4,047	–	–	0.05%	133
2025 Q1	$291K	Hold	4,047	–	–	0.05%	131
2024 Q4	$284K	Hold	4,047	–	–	0.04%	125
2024 Q3	$229K	Hold	4,047	–	–	0.04%	137
2024 Q2	$240K	Hold	4,047	–	–	0.04%	126
2024 Q1	$235K	Buy	+4,047	New	+$212K	0.04%	131
2023 Q3	–	Sell	-8,178	Closed	-$349K	–	226
2023 Q2	$349K	Sell	8,178 -8,526	-51%	-$343K	0.07%	144
2023 Q1	$624K	Buy	16,704 +9,048	+118%	+$394K	0.12%	91
2022 Q4	$316K	Sell	7,656 -75	-1%	-$3.32K	0.07%	151
2022 Q3	$311K	Sell	7,731 -25	-0.3%	-$1.07K	0.07%	142
2022 Q2	$304K	Sell	7,756 -6	-0.1%	-$263	0.07%	146
2022 Q1	$376K	Buy	7,762 +173	+2%	+$9.26K	0.07%	134
2021 Q4	$364K	Buy	7,589 +3,148	+71%	+$155K	0.07%	141
2021 Q3	$206K	Buy	+4,441	New	+$206K	0.05%	177
2020 Q1	–	Sell	-14,742	Closed	-$793K	–	218
2019 Q4	$793K	Buy	14,742 +9,848	+201%	+$516K	0.26%	67
2019 Q3	$247K	Hold	4,894	–	–	0.1%	133
2019 Q2	$232K	Buy	+4,894	New	+$229K	0.1%	121

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 Focus Capital Partners's WFC Position: Q1 2026 in Review

Twin Focus Capital Partners sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 4,326 shares — an estimated $403K sold.

Twin Focus Capital Partners first reported a position in WFC in Q2 2019 and held it in 19 quarters. The position peaked at $793K in Q4 2019. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Twin Focus Capital Partners reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Twin Focus Capital Partners sold 4,326 Wells Fargo shares in Q1 2026, an estimated $403K.
Twin Focus Capital Partners first reported a position in Wells Fargo in Q2 2019 and held it in 19 quarters.
Twin Focus Capital Partners's Wells Fargo position peaked at $793K in Q4 2019.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Twin Focus Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.