Cherry Tree Wealth Management’s Wells Fargo WFC Stock Holding History

Cherry Tree 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 Q3	$280K	Hold	3,499	–	–	0.05%	137
2026 Q2	$289K	Sell	3,499 -80	-2%	-$6.43K	0.05%	134
2026 Q1	$285K	Hold	3,579	–	–	0.06%	136
2025 Q4	$334K	Hold	3,579	–	–	0.07%	122
2025 Q3	$300K	Hold	3,579	–	–	0.07%	127
2025 Q2	$287K	Hold	3,579	–	–	0.07%	133
2025 Q1	$257K	Buy	3,579 +120	+3%	+$9.01K	0.06%	143
2024 Q4	$243K	Hold	3,459	–	–	0.06%	148
2024 Q3	$195K	Hold	3,459	–	–	0.05%	162
2024 Q2	$205K	Hold	3,459	–	–	0.05%	156
2024 Q1	$200K	Sell	3,459 -80	-2%	-$4.19K	0.05%	157
2023 Q4	$174K	Buy	3,539 +431	+14%	+$18.6K	0.05%	158
2023 Q3	$127K	Hold	3,108	–	–	0.04%	169
2023 Q2	$133K	Buy	+3,108	New	+$125K	0.04%	167

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Cherry Tree Wealth Management's WFC Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Wells Fargo (WFC) position steady in Q3 2026 at 3,499 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #137.

Cherry Tree Wealth Management first reported a position in WFC in Q2 2023 and has held it in 14 quarters since. The position peaked at $334K in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Cherry Tree Wealth Management held 3,499 shares of Wells Fargo worth $280K as of Q3 2026.
Cherry Tree Wealth Management left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up 0.05% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #137 holding.
Cherry Tree Wealth Management first reported a position in Wells Fargo in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Wells Fargo position peaked at $334K in Q4 2025.
863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.