C2C Wealth Management’s Wells Fargo WFC Stock Holding History

C2C 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	$1.18M	Buy	14,293 +1,026	+8%	+$82.5K	0.93%	28
2026 Q1	$1.06M	Buy	13,267 +6	+0%	+$515	0.89%	29
2025 Q4	$1.24M	Hold	13,261	–	–	1.04%	25
2025 Q3	$1.11M	Hold	13,261	–	–	0.95%	26
2025 Q2	$1.06M	Hold	13,261	–	–	0.96%	26
2025 Q1	$952K	Hold	13,261	–	–	0.89%	31
2024 Q4	$931K	Buy	13,261 +400	+3%	+$27.3K	0.86%	28
2024 Q3	$835K	Hold	12,861	–	–	0.78%	32
2024 Q2	$764K	Hold	12,861	–	–	0.75%	33
2024 Q1	$745K	Sell	12,861 -500	-4%	-$26.2K	0.74%	33
2023 Q4	$661K	Sell	13,361 -1,907	-12%	-$82.3K	0.56%	45
2023 Q3	$604K	Buy	15,268 +3,825	+33%	+$165K	0.09%	121
2023 Q2	$513K	Sell	11,443 -229	-2%	-$9.22K	0.07%	150
2023 Q1	$458K	Sell	11,672 -259	-2%	-$11.3K	0.07%	154
2022 Q4	$515K	Sell	11,931 -3,918	-25%	-$173K	0.09%	102
2022 Q3	$690K	Sell	15,849 -1,959	-11%	-$84.2K	0.13%	81
2022 Q2	$764K	Sell	17,808 -439	-2%	-$19.3K	0.14%	81
2022 Q1	$890K	Sell	18,247 -544	-3%	-$29.1K	0.15%	79
2021 Q4	$902K	Buy	+18,791	New	+$925K	0.13%	89

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

C2C Wealth Management's WFC Position: Q2 2026 in Review

C2C Wealth Management increased its Wells Fargo (WFC) stake by 7.7% in Q2 2026, buying an estimated $82.5K and bringing the position to 14,293 shares worth $1.18M. The position accounts for 0.93% of the portfolio, ranked #28.

C2C Wealth Management first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

C2C Wealth Management held 14,293 shares of Wells Fargo worth $1.18M as of Q2 2026.
C2C Wealth Management bought 1,026 Wells Fargo shares in Q2 2026, an estimated $82.5K.
Wells Fargo made up 0.93% of C2C Wealth Management's portfolio in Q2 2026, its #28 holding.
C2C Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
C2C Wealth Management's Wells Fargo position peaked at $1.24M in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.