Activest Wealth Management
WFC icon

Activest Wealth Management’s Wells Fargo WFC Stock Holding History

Activest 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 		$85.8K Sell
1,071
-506
-32% -$43.8K 0.02% 199
2026
Q2 		$130K Buy
1,577
+369
+31% +$29.7K 0.03% 159
2026
Q1 		$96.2K Sell
1,208
-309
-20% -$26.5K 0.02% 237
2025
Q4 		$141K Buy
1,517
+1,071
+240% +$93K 0.03% 185
2025
Q3 		$37.4K Buy
446
+153
+52% +$12.4K 0.01% 293
2025
Q2 		$23.5K Sell
293
-549
-65% -$39.6K 0.01% 300
2025
Q1 		$60.4K Buy
842
+822
+4,110% +$61.7K 0.02% 180
2024
Q4 		$1.4K Sell
20
-1,180
-98% -$80.6K ﹤0.01% 448
2024
Q3 		$67.8K Sell
1,200
-812
-40% -$45.9K 0.02% 151
2024
Q2 		$119K Buy
2,012
+1,200
+148% +$70.8K 0.04% 116
2024
Q1 		$47.1K Buy
+812
New +$42.5K 0.02% 118
2023
Q3 		– Sell
-7
Closed -$10.7K – 403
2023
Q2 		$10.7K Sell
7
-805
-99% -$32.4K 0.01% 164
2023
Q1 		$30.4K Buy
+812
New +$35.4K 0.02% 107
2022
Q3 		– Sell
-812
Closed -$32K – 620
2022
Q2 		$32K Buy
812
+129
+19% +$5.66K 0.02% 124
2022
Q1 		$33K Hold
683
– – 0.02% 127
2021
Q4 		$33K Sell
683
-40
-6% -$1.97K 0.02% 130
2021
Q3 		$34K Sell
723
-2,780
-79% -$129K 0.02% 135
2021
Q2 		$159K Buy
3,503
+151
+5% +$6.74K 0.12% 55
2021
Q1 		$131K Buy
+3,352
New +$119K 0.11% 58

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

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

Activest Wealth Management reduced its Wells Fargo (WFC) stake by 32% in Q3 2026, selling an estimated $43.8K and leaving 1,071 shares worth $85.8K. The position accounts for 0.02% of the portfolio, ranked #199.

Activest Wealth Management first reported a position in WFC in Q1 2021 and has held it in 19 quarters since. The position peaked at $159K in Q2 2021. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Activest Wealth Management held 1,071 shares of Wells Fargo worth $85.8K as of Q3 2026.
  • Activest Wealth Management sold 506 Wells Fargo shares in Q3 2026, an estimated $43.8K.
  • Wells Fargo made up 0.02% of Activest Wealth Management's portfolio in Q3 2026, its #199 holding.
  • Activest Wealth Management first reported a position in Wells Fargo in Q1 2021 and has held it in 19 quarters since.
  • Activest Wealth Management's Wells Fargo position peaked at $159K in Q2 2021.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.