Accurate Wealth Management
WFC icon

Accurate Wealth Management’s Wells Fargo WFC Stock Holding History

Accurate Wealth Management’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 		$1.49M Buy
18,362
+3,582
+24% +$310K 0.13% 169
2026
Q2 		$1.29M Buy
14,780
+2,012
+16% +$162K 0.12% 178
2026
Q1 		$1.09M Buy
12,768
+1,301
+11% +$112K 0.13% 175
2025
Q4 		$1.1M Buy
11,467
+798
+7% +$69.3K 0.14% 164
2025
Q3 		$901K Buy
10,669
+1,281
+14% +$104K 0.12% 183
2025
Q2 		$773K Buy
9,388
+951
+11% +$68.6K 0.12% 186
2025
Q1 		$528K Buy
8,437
+120
+1% +$9.01K 0.1% 199
2024
Q4 		$582K Buy
+8,317
New +$568K 0.11% 184
2023
Q1 		– Sell
-1,614
Closed -$68.4K – 1461
2022
Q4 		$68.4K Buy
+1,614
New +$71.4K 0.03% 386

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Accurate Wealth Management's WFC Position: Q3 2026 in Review

Accurate Wealth Management increased its Wells Fargo (WFC) stake by 24% in Q3 2026, buying an estimated $310K and bringing the position to 18,362 shares worth $1.49M. The position accounts for 0.13% of the portfolio, ranked #169.

Accurate Wealth Management first reported a position in WFC in Q4 2022 and has held it in 9 quarters since. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Accurate Wealth Management held 18,362 shares of Wells Fargo worth $1.49M as of Q3 2026.
  • Accurate Wealth Management bought 3,582 Wells Fargo shares in Q3 2026, an estimated $310K.
  • Wells Fargo made up 0.13% of Accurate Wealth Management's portfolio in Q3 2026, its #169 holding.
  • Accurate Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 9 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.