Atala Financial’s Wells Fargo WFC Stock Holding History

Atala Financial’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	$611K	Hold	7,394	–	–	0.37%	65
2026 Q1	$595K	Sell	7,394 -459	-6%	-$39.4K	0.4%	59
2025 Q4	$732K	Hold	7,853	–	–	0.47%	57
2025 Q3	$658K	Hold	7,853	–	–	0.41%	59
2025 Q2	$629K	Hold	7,853	–	–	0.43%	57
2025 Q1	$564K	Hold	7,853	–	–	0.41%	59
2024 Q4	$552K	Buy	+7,853	New	+$536K	0.39%	60

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Atala Financial's WFC Position: Q2 2026 in Review

Atala Financial held its Wells Fargo (WFC) position steady in Q2 2026 at 7,394 shares worth $611K. The position accounts for 0.37% of the portfolio, ranked #65.

Atala Financial first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $732K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Atala Financial held 7,394 shares of Wells Fargo worth $611K as of Q2 2026.
Atala Financial left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.37% of Atala Financial's portfolio in Q2 2026, its #65 holding.
Atala Financial first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Wells Fargo position peaked at $732K in Q4 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.