STACKSTONE WEALTH, LLC’s Wells Fargo WFC Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$1.08M	Buy	+13,510	New	+$1.17M	0.11%	175

Other funds holding WFC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

STACKSTONE WEALTH, LLC's WFC Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Wells Fargo (WFC) in Q3 2026: 13,510 shares worth $1.08M. The stake represents 0.11% of the portfolio and ranks #175 among its holdings.

544 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

STACKSTONE WEALTH, LLC held 13,510 shares of Wells Fargo worth $1.08M as of Q3 2026.
Wells Fargo was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Wells Fargo made up 0.11% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #175 holding.
544 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.