Clarity Asset Management’s Wells Fargo WFC Stock Holding History

Clarity Asset 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	–	Sell	-1,333	Closed	-$106K	–	275
2026 Q1	$106K	Sell	1,333 -94	-7%	-$8.07K	0.05%	92
2025 Q4	$133K	Buy	1,427 +6	+0.4%	+$521	0.07%	49
2025 Q3	$119K	Sell	1,421 -358	-20%	-$29K	0.07%	55
2025 Q2	$143K	Buy	1,779 +505	+40%	+$36.4K	0.09%	45
2025 Q1	$91.5K	Buy	1,274 +4	+0.3%	+$300	0.06%	55
2024 Q4	$89.2K	Buy	1,270 +4	+0.3%	+$273	0.06%	60
2024 Q3	$71.5K	Buy	1,266 +6	+0.5%	+$339	0.05%	66
2024 Q2	$74.8K	Sell	1,260 -95	-7%	-$5.61K	0.05%	62
2024 Q1	$78.5K	Buy	1,355 +5	+0.4%	+$262	0.05%	63
2023 Q4	$66.4K	Buy	+1,350	New	+$58.3K	0.05%	68

Other funds holding WFC

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

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

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

Clarity Asset Management's WFC Position: Q2 2026 in Review

Clarity Asset Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 1,333 shares — an estimated $106K sold.

Clarity Asset Management first reported a position in WFC in Q4 2023 and held it in 10 quarters. The position peaked at $143K in Q2 2025. 924 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Clarity Asset Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 1,333 Wells Fargo shares in Q2 2026, an estimated $106K.
Clarity Asset Management first reported a position in Wells Fargo in Q4 2023 and held it in 10 quarters.
Clarity Asset Management's Wells Fargo position peaked at $143K in Q2 2025.
924 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.