Cardinal Point Capital Management’s Wells Fargo WFC Stock Holding History

Cardinal Point Capital 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	$384K	Sell	4,650 -2,795	-38%	-$225K	0.02%	208
2026 Q1	$593K	Buy	7,445 +2,770	+59%	+$238K	0.04%	163
2025 Q4	$436K	Hold	4,675	–	–	0.03%	168
2025 Q3	$392K	Hold	4,675	–	–	0.03%	177
2025 Q2	$375K	Buy	+4,675	New	+$337K	0.03%	166
2023 Q2	–	Sell	-6,347	Closed	-$237K	–	84
2023 Q1	$237K	Buy	+6,347	New	+$277K	0.07%	73

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Cardinal Point Capital Management's WFC Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Wells Fargo (WFC) stake by 38% in Q2 2026, selling an estimated $225K and leaving 4,650 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #208.

Cardinal Point Capital Management first reported a position in WFC in Q1 2023 and has held it in 6 quarters since. The position peaked at $593K in Q1 2026. 1,046 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cardinal Point Capital Management held 4,650 shares of Wells Fargo worth $384K as of Q2 2026.
Cardinal Point Capital Management sold 2,795 Wells Fargo shares in Q2 2026, an estimated $225K.
Wells Fargo made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #208 holding.
Cardinal Point Capital Management first reported a position in Wells Fargo in Q1 2023 and has held it in 6 quarters since.
Cardinal Point Capital Management's Wells Fargo position peaked at $593K in Q1 2026.
1,046 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.