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
- period ended2026-06-3013F 128,450 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 153,089 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 146,048 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 290,907 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 154,523 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 164,530 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 169,188 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 208,786 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).