Chemistry Wealth Management’s Wells Fargo WFC Stock Holding History

Chemistry 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 Q2	$1.52M	Sell	18,388 -5,948	-24%	-$478K	0.24%	62
2026 Q1	$1.94M	Sell	24,336 -414	-2%	-$35.6K	0.34%	46
2025 Q4	$2.31M	Sell	24,750 -209	-0.8%	-$18.1K	0.43%	36
2025 Q3	$2.09M	Sell	24,959 -90	-0.4%	-$7.3K	0.4%	41
2025 Q2	$2.01M	Sell	25,049 -148	-0.6%	-$10.7K	0.43%	39
2025 Q1	$1.81M	Sell	25,197 -129	-0.5%	-$9.69K	0.42%	40
2024 Q4	$1.78M	Buy	25,326 +270	+1%	+$18.4K	0.42%	37
2024 Q3	$1.42M	Sell	25,056 -2,933	-10%	-$166K	0.34%	51
2024 Q2	$1.66M	Buy	27,989 +619	+2%	+$36.5K	0.43%	40
2024 Q1	$1.59M	Sell	27,370 -454	-2%	-$23.8K	0.43%	40
2023 Q4	$1.37M	Sell	27,824 -285	-1%	-$12.3K	0.41%	41
2023 Q3	$1.15M	Sell	28,109 -5,249	-16%	-$227K	0.38%	49
2023 Q2	$1.42M	Sell	33,358 -1,567	-4%	-$63.1K	0.46%	39
2023 Q1	$1.31M	Sell	34,925 -995	-3%	-$43.4K	0.45%	41
2022 Q4	$1.48M	Hold	35,920	–	–	0.58%	36
2022 Q3	$1.45M	Sell	35,920 -3,514	-9%	-$151K	0.57%	35
2022 Q2	$1.54M	Sell	39,434 -228	-0.6%	-$10K	0.59%	35
2022 Q1	$1.92M	Buy	+39,662	New	+$2.12M	0.66%	34

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Chemistry Wealth Management's WFC Position: Q2 2026 in Review

Chemistry Wealth Management reduced its Wells Fargo (WFC) stake by 24% in Q2 2026, selling an estimated $478K and leaving 18,388 shares worth $1.52M. The position accounts for 0.24% of the portfolio, ranked #62.

Chemistry Wealth Management first reported a position in WFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.31M in Q4 2025. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Chemistry Wealth Management held 18,388 shares of Wells Fargo worth $1.52M as of Q2 2026.
Chemistry Wealth Management sold 5,948 Wells Fargo shares in Q2 2026, an estimated $478K.
Wells Fargo made up 0.24% of Chemistry Wealth Management's portfolio in Q2 2026, its #62 holding.
Chemistry Wealth Management first reported a position in Wells Fargo in Q1 2022 and has held it in 18 quarters since.
Chemistry Wealth Management's Wells Fargo position peaked at $2.31M in Q4 2025.
806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.