55 North Private Wealth’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$671K Buy
8,125
+1,090
+15% +$87.6K 0.13% 80
2026
Q1
$560K Sell
7,035
-710
-9% -$61K 0.14% 70
2025
Q4
$722K Buy
+7,745
New +$672K 0.19% 53

Other funds holding WFC

55 North Private Wealth's WFC Position: Q2 2026 in Review

55 North Private Wealth increased its Wells Fargo (WFC) stake by 15% in Q2 2026, buying an estimated $87.6K and bringing the position to 8,125 shares worth $671K. The position accounts for 0.13% of the portfolio, ranked #80.

55 North Private Wealth first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $722K in Q4 2025. 2,851 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • 55 North Private Wealth held 8,125 shares of Wells Fargo worth $671K as of Q2 2026.
  • 55 North Private Wealth bought 1,090 Wells Fargo shares in Q2 2026, an estimated $87.6K.
  • Wells Fargo made up 0.13% of 55 North Private Wealth's portfolio in Q2 2026, its #80 holding.
  • 55 North Private Wealth first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 55 North Private Wealth's Wells Fargo position peaked at $722K in Q4 2025.
  • 2,851 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.