Commonwealth Retirement Investments’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$35.5K Buy
+429
New +$34.5K 0.01% 205
2026
Q1
– Sell
-429
Closed -$40K – 410
2025
Q4
$40K Buy
+429
New +$37.2K 0.01% 194

Other funds holding WFC

Commonwealth Retirement Investments's WFC Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Wells Fargo (WFC) in Q2 2026: 429 shares worth $35.5K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in WFC as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $40K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Commonwealth Retirement Investments held 429 shares of Wells Fargo worth $35.5K as of Q2 2026.
  • Wells Fargo was a new Commonwealth Retirement Investments position in Q2 2026.
  • Wells Fargo made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #205 holding.
  • Commonwealth Retirement Investments first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's Wells Fargo position peaked at $40K in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.