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Canvas Wealth Advisors’s Wells Fargo WFC Stock Holding History

Canvas Wealth Advisors’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 		$242K Sell
2,931
-63
-2% -$5.06K 0.03% 221
2026
Q1 		$238K Sell
2,994
-96
-3% -$8.25K 0.04% 211
2025
Q4 		$288K Sell
3,090
-42
-1% -$3.65K 0.05% 169
2025
Q3 		$253K Buy
3,132
+23
+0.7% +$1.86K 0.05% 179
2025
Q2 		$258K Buy
+3,109
New +$224K 0.05% 163

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

Canvas Wealth Advisors's WFC Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Wells Fargo (WFC) stake by 2.1% in Q2 2026, selling an estimated $5.06K and leaving 2,931 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #221.

Canvas Wealth Advisors first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $288K in Q4 2025. 924 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Canvas Wealth Advisors held 2,931 shares of Wells Fargo worth $242K as of Q2 2026.
  • Canvas Wealth Advisors sold 63 Wells Fargo shares in Q2 2026, an estimated $5.06K.
  • Wells Fargo made up 0.03% of Canvas Wealth Advisors's portfolio in Q2 2026, its #221 holding.
  • Canvas Wealth Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Canvas Wealth Advisors's Wells Fargo position peaked at $288K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.