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Union Savings Bank’s Wells Fargo WFC Stock Holding History

Union Savings Bank’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 		$107K Hold
1,293
– – 0.04% 173
2026
Q1 		$103K Hold
1,293
– – 0.05% 169
2025
Q4 		$121K Buy
+1,293
New +$112K 0.05% 164
2025
Q2 		$104K Hold
1,293
– – 0.05% 171
2025
Q1 		$92.8K Hold
1,293
– – 0.05% 182
2024
Q4 		$90.8K Hold
1,293
– – 0.04% 180
2024
Q3 		$73K Hold
1,293
– – 0.04% 201
2024
Q2 		$76.8K Hold
1,293
– – 0.04% 195
2024
Q1 		$74.9K Sell
1,293
-110
-8% -$5.75K 0.04% 198
2023
Q4 		$69.1K Hold
1,403
– – 0.04% 199
2023
Q3 		$57.3K Hold
1,403
– – 0.04% 202
2023
Q2 		$64.7K Buy
+1,403
New +$56.5K 0.04% 199

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Union Savings Bank's WFC Position: Q2 2026 in Review

Union Savings Bank held its Wells Fargo (WFC) position steady in Q2 2026 at 1,293 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #173.

Union Savings Bank first reported a position in WFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $121K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Union Savings Bank held 1,293 shares of Wells Fargo worth $107K as of Q2 2026.
  • Union Savings Bank left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.04% of Union Savings Bank's portfolio in Q2 2026, its #173 holding.
  • Union Savings Bank first reported a position in Wells Fargo in Q2 2023 and has held it in 12 quarters since.
  • Union Savings Bank's Wells Fargo position peaked at $121K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.