Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s Wells Fargo WFC Stock Holding History

Ashton Thomas Private Wealth’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 		$20.2M Sell
252,075
-4,202
-2% -$363K 0.4% 54
2026
Q2 		$21.2M Buy
256,277
+73,163
+40% +$5.88M 0.44% 48
2026
Q1 		$14.6M Sell
183,114
-16,007
-8% -$1.37M 0.35% 67
2025
Q4 		$18.6M Buy
199,121
+32,096
+19% +$2.79M 0.45% 46
2025
Q3 		$14M Buy
167,025
+2,890
+2% +$234K 0.36% 62
2025
Q2 		$13.2M Sell
164,135
-5,941
-3% -$428K 0.46% 46
2025
Q1 		$12.2M Buy
170,076
+30,047
+21% +$2.26M 0.47% 49
2024
Q4 		$9.8M Buy
140,029
+34,494
+33% +$2.36M 0.38% 61
2024
Q3 		$5.96M Sell
105,535
-5,406
-5% -$306K 0.31% 79
2024
Q2 		$6.59M Buy
110,941
+8
+0% +$472 0.36% 70
2024
Q1 		$6.43M Buy
110,933
+3,299
+3% +$173K 0.37% 75
2023
Q4 		$5.3M Sell
107,634
-8,923
-8% -$385K 0.33% 81
2023
Q3 		$4.76M Buy
116,557
+4,674
+4% +$202K 0.35% 75
2023
Q2 		$4.78M Buy
111,883
+7,504
+7% +$302K 0.36% 72
2023
Q1 		$3.9M Sell
104,379
-3,826
-4% -$167K 0.34% 74
2022
Q4 		$4.47M Sell
108,205
-1,874
-2% -$82.9K 0.44% 59
2022
Q3 		$4.43M Sell
110,079
-5,807
-5% -$249K 0.5% 43
2022
Q2 		$4.54M Buy
115,886
+3,834
+3% +$168K 0.49% 51
2022
Q1 		$5.43M Buy
112,052
+59,676
+114% +$3.19M 0.48% 55
2021
Q4 		$2.51M Buy
52,376
+45,298
+640% +$2.23M 0.24% 110
2021
Q3 		$328K Hold
7,078
– – 0.05% 294
2021
Q2 		$321K Buy
7,078
+73
+1% +$3.26K 0.05% 286
2021
Q1 		$274K Sell
7,005
-300
-4% -$10.6K 0.05% 270
2020
Q4 		$220K Buy
+7,305
New +$189K 0.04% 282
2020
Q2 		– Sell
-17,259
Closed -$495K – 259
2020
Q1 		$495K Sell
17,259
-158
-0.9% -$6.72K 0.2% 126
2019
Q4 		$937K Buy
+17,417
New +$912K 0.31% 93

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

Ashton Thomas Private Wealth's WFC Position: Q3 2026 in Review

Ashton Thomas Private Wealth reduced its Wells Fargo (WFC) stake by 1.6% in Q3 2026, selling an estimated $363K and leaving 252,075 shares worth $20.2M. The position accounts for 0.4% of the portfolio, ranked #54.

Ashton Thomas Private Wealth first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $21.2M in Q2 2026. 1,711 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Ashton Thomas Private Wealth held 252,075 shares of Wells Fargo worth $20.2M as of Q3 2026.
  • Ashton Thomas Private Wealth sold 4,202 Wells Fargo shares in Q3 2026, an estimated $363K.
  • Wells Fargo made up 0.4% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #54 holding.
  • Ashton Thomas Private Wealth first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
  • Ashton Thomas Private Wealth's Wells Fargo position peaked at $21.2M in Q2 2026.
  • 1,711 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.