CGC Financial Services’s Wells Fargo WFC Stock Holding History

CGC Financial Services’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	$32.7K	Hold	396	–	–	0.01%	159
2026 Q1	$31.5K	Hold	396	–	–	0.01%	148
2025 Q4	$36.9K	Hold	396	–	–	0.01%	150
2025 Q3	$33.2K	Hold	396	–	–	0.01%	153
2025 Q2	$31.7K	Buy	396 +116	+41%	+$8.36K	0.01%	146
2025 Q1	$20.1K	Hold	280	–	–	0.01%	165
2024 Q4	$19.7K	Hold	280	–	–	0.01%	168
2024 Q3	$15.8K	Hold	280	–	–	0.01%	176
2024 Q2	$16.6K	Hold	280	–	–	0.01%	167
2024 Q1	$16.2K	Hold	280	–	–	0.01%	173
2023 Q4	$13.8K	Hold	280	–	–	0.01%	197
2023 Q3	$11.4K	Hold	280	–	–	0.01%	168
2023 Q2	$11.9K	Buy	+280	New	+$11.3K	0.01%	169

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

CGC Financial Services's WFC Position: Q2 2026 in Review

CGC Financial Services held its Wells Fargo (WFC) position steady in Q2 2026 at 396 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #159.

CGC Financial Services first reported a position in WFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $36.9K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

CGC Financial Services held 396 shares of Wells Fargo worth $32.7K as of Q2 2026.
CGC Financial Services left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #159 holding.
CGC Financial Services first reported a position in Wells Fargo in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Wells Fargo position peaked at $36.9K in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.