Connecticut Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Connecticut Wealth Management's WFC Position: Q2 2026 in Review
Connecticut Wealth Management increased its Wells Fargo (WFC) stake by 0.01% in Q2 2026, buying an estimated $80 and bringing the position to 7,402 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #217.
Connecticut Wealth Management first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $664K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Connecticut Wealth Management held 7,402 shares of Wells Fargo worth $612K as of Q2 2026.
- Connecticut Wealth Management bought 1 Wells Fargo share in Q2 2026, an estimated $80.
- Wells Fargo made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #217 holding.
- Connecticut Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
- Connecticut Wealth Management's Wells Fargo position peaked at $664K in Q4 2025.
- 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.