Atlantic Private Wealth’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$50.3K Sell
609
-1
-0.2% -$80 0.03% 129
2026
Q1
$48.6K Buy
610
+595
+3,967% +$51.1K 0.03% 131
2025
Q4
$1.41K Buy
+15
New +$1.3K ﹤0.01% 234

Other funds holding WFC

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

Atlantic Private Wealth reduced its Wells Fargo (WFC) stake by 0.16% in Q2 2026, selling an estimated $80 and leaving 609 shares worth $50.3K. The position accounts for 0.03% of the portfolio, ranked #129.

Atlantic Private Wealth first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Atlantic Private Wealth held 609 shares of Wells Fargo worth $50.3K as of Q2 2026.
  • Atlantic Private Wealth sold 1 Wells Fargo share in Q2 2026, an estimated $80.
  • Wells Fargo made up 0.03% of Atlantic Private Wealth's portfolio in Q2 2026, its #129 holding.
  • Atlantic Private Wealth first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.