Asset Allocation Strategies
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Asset Allocation Strategies’s Wells Fargo WFC Stock Holding History

Asset Allocation Strategies’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 		$220K Buy
2,752
+26
+1% +$2.25K 0.03% 166
2026
Q2 		$225K Buy
2,726
+5
+0.2% +$402 0.03% 171
2026
Q1 		$217K Buy
2,721
+202
+8% +$17.4K 0.04% 161
2025
Q4 		$235K Buy
+2,519
New +$219K 0.04% 153
2025
Q1 		– Sell
-2,756
Closed -$218K – 129
2024
Q4 		$218K Buy
+2,756
New +$188K 0.05% 123

Other funds holding WFC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
American Assets Inc
American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

Asset Allocation Strategies's WFC Position: Q3 2026 in Review

Asset Allocation Strategies increased its Wells Fargo (WFC) stake by 0.95% in Q3 2026, buying an estimated $2.25K and bringing the position to 2,752 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #166.

Asset Allocation Strategies first reported a position in WFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $235K in Q4 2025. 1,225 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Asset Allocation Strategies held 2,752 shares of Wells Fargo worth $220K as of Q3 2026.
  • Asset Allocation Strategies bought 26 Wells Fargo shares in Q3 2026, an estimated $2.25K.
  • Wells Fargo made up 0.03% of Asset Allocation Strategies's portfolio in Q3 2026, its #166 holding.
  • Asset Allocation Strategies first reported a position in Wells Fargo in Q4 2024 and has held it in 5 quarters since.
  • Asset Allocation Strategies's Wells Fargo position peaked at $235K in Q4 2025.
  • 1,225 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.