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Union Bancaire Privee’s Wells Fargo WFC Stock Holding History

Union Bancaire Privee’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 		– Sell
-40,371
Closed -$3.05M – 534
2026
Q1 		$3.05M Sell
40,371
-10,399
-20% -$893K 0.04% 184
2025
Q4 		$4.7M Sell
50,770
-15,097
-23% -$1.31M 0.06% 154
2025
Q3 		$5.49M Buy
+65,867
New +$5.34M 0.08% 118

Other funds holding WFC

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Union Bancaire Privee's WFC Position: Q2 2026 in Review

Union Bancaire Privee sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 40,371 shares — an estimated $3.05M sold.

Union Bancaire Privee first reported a position in WFC in Q3 2025 and held it in 3 quarters. The position peaked at $5.49M in Q3 2025. 953 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Union Bancaire Privee reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Union Bancaire Privee sold 40,371 Wells Fargo shares in Q2 2026, an estimated $3.05M.
  • Union Bancaire Privee first reported a position in Wells Fargo in Q3 2025 and held it in 3 quarters.
  • Union Bancaire Privee's Wells Fargo position peaked at $5.49M in Q3 2025.
  • 953 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.