Arista Wealth Management’s Wells Fargo WFC Stock Holding History

Arista 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	$1.31M	Sell	15,791 -4,202	-21%	-$338K	0.14%	88
2026 Q1	$1.59M	Buy	19,993 +6,203	+45%	+$533K	0.19%	64
2025 Q4	$1.29M	Sell	13,790 -3,497	-20%	-$304K	0.16%	78
2025 Q3	$1.45M	Buy	17,287 +3,154	+22%	+$256K	0.18%	74
2025 Q2	$1.13M	Buy	14,133 +9,874	+232%	+$712K	0.16%	89
2025 Q1	$306K	Hold	4,259	–	–	0.07%	54
2024 Q4	$299K	Hold	4,259	–	–	0.07%	52
2024 Q3	$241K	Buy	4,259 +16	+0.4%	+$905	0.06%	60
2024 Q2	$252K	Buy	+4,243	New	+$250K	0.07%	54

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Arista Wealth Management reduced its Wells Fargo (WFC) stake by 21% in Q2 2026, selling an estimated $338K and leaving 15,791 shares worth $1.31M. The position accounts for 0.14% of the portfolio, ranked #88.

Arista Wealth Management first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.59M in Q1 2026. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Arista Wealth Management held 15,791 shares of Wells Fargo worth $1.31M as of Q2 2026.
Arista Wealth Management sold 4,202 Wells Fargo shares in Q2 2026, an estimated $338K.
Wells Fargo made up 0.14% of Arista Wealth Management's portfolio in Q2 2026, its #88 holding.
Arista Wealth Management first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Arista Wealth Management's Wells Fargo position peaked at $1.59M in Q1 2026.
988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.