BW
WFC icon

Balance Wealth’s Wells Fargo WFC Stock Holding History

Balance Wealth’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 		$4.97M Buy
60,185
+231
+0.4% +$18.6K 1.32% 16
2026
Q1 		$4.77M Sell
59,954
-122
-0.2% -$10.5K 1.48% 15
2025
Q4 		$5.6M Sell
60,076
-132
-0.2% -$11.5K 1.8% 12
2025
Q3 		$5.05M Sell
60,208
-1,323
-2% -$107K 1.25% 14
2025
Q2 		$4.93M Sell
61,531
-293
-0.5% -$21.1K 2.89% 7
2025
Q1 		$4.44M Buy
+61,824
New +$4.64M 2.88% 7

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Balance Wealth's WFC Position: Q2 2026 in Review

Balance Wealth increased its Wells Fargo (WFC) stake by 0.39% in Q2 2026, buying an estimated $18.6K and bringing the position to 60,185 shares worth $4.97M. The position accounts for 1.32% of the portfolio, ranked #16.

Balance Wealth first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.6M in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Balance Wealth held 60,185 shares of Wells Fargo worth $4.97M as of Q2 2026.
  • Balance Wealth bought 231 Wells Fargo shares in Q2 2026, an estimated $18.6K.
  • Wells Fargo made up 1.32% of Balance Wealth's portfolio in Q2 2026, its #16 holding.
  • Balance Wealth first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Balance Wealth's Wells Fargo position peaked at $5.6M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.