AWM
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
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Accurate Wealth Management's WFC Position: Q2 2026 in Review

Accurate Wealth Management increased its Wells Fargo (WFC) stake by 16% in Q2 2026, buying an estimated $162K and bringing the position to 14,780 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #178.

Accurate Wealth Management first reported a position in WFC in Q4 2022 and has held it in 8 quarters since. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Accurate Wealth Management held 14,780 shares of Wells Fargo worth $1.29M as of Q2 2026.
  • Accurate Wealth Management bought 2,012 Wells Fargo shares in Q2 2026, an estimated $162K.
  • Wells Fargo made up 0.12% of Accurate Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Accurate Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 8 quarters since.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.