Atlantic Edge Private Wealth Management’s Wells Fargo WFC Stock Holding History

Atlantic Edge Private 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	$12.4K	Hold	150	–	–	﹤0.01%	393
2026 Q1	$11.9K	Hold	150	–	–	﹤0.01%	370
2025 Q4	$14K	Hold	150	–	–	﹤0.01%	344
2025 Q3	$12.6K	Hold	150	–	–	﹤0.01%	347
2025 Q2	$12K	Hold	150	–	–	﹤0.01%	345
2025 Q1	$10.8K	Hold	150	–	–	﹤0.01%	339
2024 Q4	$10.5K	Hold	150	–	–	﹤0.01%	335
2024 Q3	$8.47K	Hold	150	–	–	﹤0.01%	353
2024 Q2	$8.91K	Hold	150	–	–	﹤0.01%	325
2024 Q1	$8.69K	Sell	150 -532	-78%	-$27.8K	﹤0.01%	329
2023 Q4	$33.6K	Buy	+682	New	+$29.4K	0.01%	205

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Atlantic Edge Private Wealth Management's WFC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 150 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Atlantic Edge Private Wealth Management first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.6K in Q4 2023. 1,127 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Atlantic Edge Private Wealth Management held 150 shares of Wells Fargo worth $12.4K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #393 holding.
Atlantic Edge Private Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Wells Fargo position peaked at $33.6K in Q4 2023.
1,127 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.