Brady Martz Wealth Solutions’s Wells Fargo WFC Stock Holding History

Brady Martz Wealth Solutions’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	$451K	Buy	5,462 +2	+0%	+$161	0.07%	153
2026 Q1	$435K	Buy	5,460 +22	+0.4%	+$1.89K	0.07%	140
2025 Q4	$507K	Sell	5,438 -578	-10%	-$50.2K	0.09%	128
2025 Q3	$504K	Buy	6,016 +2	+0%	+$162	0.09%	116
2025 Q2	$482K	Buy	6,014 +1,278	+27%	+$92.1K	0.09%	116
2025 Q1	$340K	Buy	4,736 +12	+0.3%	+$901	0.08%	121
2024 Q4	$336K	Buy	+4,724	New	+$323K	0.08%	122

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

Brady Martz Wealth Solutions's WFC Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Wells Fargo (WFC) stake by 0.04% in Q2 2026, buying an estimated $161 and bringing the position to 5,462 shares worth $451K. The position accounts for 0.07% of the portfolio, ranked #153.

Brady Martz Wealth Solutions first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $507K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Brady Martz Wealth Solutions held 5,462 shares of Wells Fargo worth $451K as of Q2 2026.
Brady Martz Wealth Solutions bought 2 Wells Fargo shares in Q2 2026, an estimated $161.
Wells Fargo made up 0.07% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #153 holding.
Brady Martz Wealth Solutions first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's Wells Fargo position peaked at $507K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.