BW
WFC icon

Bravera Wealth’s Wells Fargo WFC Stock Holding History

Bravera 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 		$30.2K Sell
366
-49
-12% -$3.94K 0.01% 213
2026
Q1 		$33K Hold
415
– – 0.01% 213
2025
Q4 		$38.7K Buy
+415
New +$36K 0.02% 188

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

Bravera Wealth's WFC Position: Q2 2026 in Review

Bravera Wealth reduced its Wells Fargo (WFC) stake by 12% in Q2 2026, selling an estimated $3.94K and leaving 366 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #213.

Bravera Wealth first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.7K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Bravera Wealth held 366 shares of Wells Fargo worth $30.2K as of Q2 2026.
  • Bravera Wealth sold 49 Wells Fargo shares in Q2 2026, an estimated $3.94K.
  • Wells Fargo made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #213 holding.
  • Bravera Wealth first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Wells Fargo position peaked at $38.7K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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