Colton Groome Financial Advisors’s Wells Fargo WFC Stock Holding History

Colton Groome Financial Advisors’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	$201K	Buy	+2,427	New	+$195K	0.05%	163

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

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

Colton Groome Financial Advisors's WFC Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 2,427 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #163 among its holdings.

909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Colton Groome Financial Advisors held 2,427 shares of Wells Fargo worth $201K as of Q2 2026.
Wells Fargo was a new Colton Groome Financial Advisors position in Q2 2026.
Wells Fargo made up 0.05% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #163 holding.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.