AWM
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
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 		$1.41K 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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Activest Wealth Management increased its Wells Fargo (WFC) stake by 31% in Q2 2026, buying an estimated $29.7K and bringing the position to 1,577 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #159.

Activest Wealth Management first reported a position in WFC in Q1 2021 and has held it in 18 quarters since. The position peaked at $159K in Q2 2021. 1,038 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Activest Wealth Management held 1,577 shares of Wells Fargo worth $130K as of Q2 2026.
  • Activest Wealth Management bought 369 Wells Fargo shares in Q2 2026, an estimated $29.7K.
  • Wells Fargo made up 0.03% of Activest Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Activest Wealth Management first reported a position in Wells Fargo in Q1 2021 and has held it in 18 quarters since.
  • Activest Wealth Management's Wells Fargo position peaked at $159K in Q2 2021.
  • 1,038 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.