CWMK
WFC icon

Caliber Wealth Management (Kansas)’s Wells Fargo WFC Stock Holding History

Caliber Wealth Management (Kansas)’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 		$2.23M Buy
26,945
+1,569
+6% +$126K 0.22% 87
2026
Q1 		$2.02M Buy
25,376
+1,635
+7% +$140K 0.22% 86
2025
Q4 		$2.21M Buy
+23,741
New +$2.06M 0.24% 86
2025
Q3 		– Sell
-4,656
Closed -$373K – 295
2025
Q2 		$373K Buy
4,656
+138
+3% +$9.95K 0.04% 210
2025
Q1 		$324K Buy
+4,518
New +$339K 0.04% 190

Other funds holding WFC

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s WFC Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Wells Fargo (WFC) stake by 6.2% in Q2 2026, buying an estimated $126K and bringing the position to 26,945 shares worth $2.23M. The position accounts for 0.22% of the portfolio, ranked #87.

Caliber Wealth Management (Kansas) first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 26,945 shares of Wells Fargo worth $2.23M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 1,569 Wells Fargo shares in Q2 2026, an estimated $126K.
  • Wells Fargo made up 0.22% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #87 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.