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 Q3	$592K	Hold	7,394	–	–	0.34%	67
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Atala Financial's WFC Position: Q3 2026 in Review

Atala Financial held its Wells Fargo (WFC) position steady in Q3 2026 at 7,394 shares worth $592K. The position accounts for 0.34% of the portfolio, ranked #67.

Atala Financial first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $732K in Q4 2025. 1,139 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Atala Financial held 7,394 shares of Wells Fargo worth $592K as of Q3 2026.
Atala Financial left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up 0.34% of Atala Financial's portfolio in Q3 2026, its #67 holding.
Atala Financial first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
Atala Financial's Wells Fargo position peaked at $732K in Q4 2025.
1,139 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.