Ameliora Wealth Management’s Wells Fargo WFC Stock Holding History

Ameliora 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	$355K	Hold	4,294	–	–	0.11%	87
2026 Q1	$342K	Hold	4,294	–	–	0.11%	83
2025 Q4	$400K	Hold	4,294	–	–	0.12%	79
2025 Q3	$360K	Hold	4,294	–	–	0.12%	80
2025 Q2	$344K	Hold	4,294	–	–	0.12%	82
2025 Q1	$308K	Sell	4,294 -706	-14%	-$53K	0.12%	79
2024 Q4	$351K	Hold	5,000	–	–	0.13%	76
2024 Q3	$282K	Hold	5,000	–	–	0.12%	70
2024 Q2	$297K	Hold	5,000	–	–	0.13%	69
2024 Q1	$290K	Buy	5,000 +3,000	+150%	+$157K	0.13%	76
2023 Q4	$98.4K	Hold	2,000	–	–	0.05%	95
2023 Q3	$81.7K	Hold	2,000	–	–	0.05%	104
2023 Q2	$85.4K	Sell	2,000 -300	-13%	-$12.1K	0.05%	105
2023 Q1	$86K	Buy	2,300 +300	+15%	+$13.1K	0.05%	110
2022 Q4	$82.6K	Hold	2,000	–	–	0.04%	118
2022 Q3	$81K	Buy	+2,000	New	+$85.9K	0.04%	110

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

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

Ameliora Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 4,294 shares worth $355K. The position accounts for 0.11% of the portfolio, ranked #87.

Ameliora Wealth Management first reported a position in WFC in Q3 2022 and has held it in 16 quarters since. The position peaked at $400K in Q4 2025. 1,012 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Ameliora Wealth Management held 4,294 shares of Wells Fargo worth $355K as of Q2 2026.
Ameliora Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.11% of Ameliora Wealth Management's portfolio in Q2 2026, its #87 holding.
Ameliora Wealth Management first reported a position in Wells Fargo in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's Wells Fargo position peaked at $400K in Q4 2025.
1,012 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.