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BTC Capital Management, Inc.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BTC Capital Management, Inc. on WFC, newest first. How the timeline and the estimate are built.

BTC Capital Management, Inc. held 128,450 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,450 shares
    Change vs previous 13F -24,639 shares

    0.64% of the 13F portfolio, value $10,615,112.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 153,089 shares
    Change vs previous 13F +7,041 shares

    0.82% of the 13F portfolio, value $12,184,084.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 146,048 shares
    Change vs previous 13F -144,859 shares

    0.95% of the 13F portfolio, value $13,631,340.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 290,907 shares
    Change vs previous 13F +136,384 shares

    1.68% of the 13F portfolio, value $24,383,807.

    13F-HR 0001611848-25-000008 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 154,523 shares
    Change vs previous 13F -10,007 shares

    1.01% of the 13F portfolio, value $12,375,338.

    13F-HR 0001085146-25-003740 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 164,530 shares
    Change vs previous 13F -4,658 shares

    1.08% of the 13F portfolio, value $11,812,335.

    13F-HR 0001085146-25-001923 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 169,188 shares
    Change vs previous 13F -39,598 shares

    1.1% of the 13F portfolio, value $11,870,127.

    13F-HR 0001085146-25-000440 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 208,786 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $11,794,318.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).