C2C Wealth Management
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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
Q3 		$1.14M Buy
14,299
+6
+0% +$519 0.89% 28
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

C2C Wealth Management's WFC Position: Q3 2026 in Review

C2C Wealth Management increased its Wells Fargo (WFC) stake by 0.04% in Q3 2026, buying an estimated $519 and bringing the position to 14,299 shares worth $1.14M. The position accounts for 0.89% of the portfolio, ranked #28.

C2C Wealth Management first reported a position in WFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.24M in Q4 2025. 792 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • C2C Wealth Management held 14,299 shares of Wells Fargo worth $1.14M as of Q3 2026.
  • C2C Wealth Management bought 6 Wells Fargo shares in Q3 2026, an estimated $519.
  • Wells Fargo made up 0.89% of C2C Wealth Management's portfolio in Q3 2026, its #28 holding.
  • C2C Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 20 quarters since.
  • C2C Wealth Management's Wells Fargo position peaked at $1.24M in Q4 2025.
  • 792 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.