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Crown Wealth Group’s Wells Fargo WFC Stock Holding History

Crown Wealth Group’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 		$1.54M Buy
18,632
+2,739
+17% +$220K 0.39% 36
2026
Q1 		$1.27M Buy
15,893
+2,747
+21% +$236K 0.37% 42
2025
Q4 		$1.23M Buy
13,146
+4,052
+45% +$352K 0.34% 46
2025
Q3 		$762K Buy
9,094
+37
+0.4% +$3K 0.23% 52
2025
Q2 		$726K Sell
9,057
-47
-0.5% -$3.39K 0.27% 46
2025
Q1 		$654K Buy
9,104
+2,456
+37% +$184K 0.34% 42
2024
Q4 		$467K Buy
6,648
+140
+2% +$9.56K 0.19% 63
2024
Q3 		$368K Sell
6,508
-6
-0.1% -$339 0.16% 74
2024
Q2 		$387K Sell
6,514
-680
-9% -$40.1K 0.19% 61
2024
Q1 		$417K Buy
7,194
+1,969
+38% +$103K 0.21% 55
2023
Q4 		$257K Buy
+5,225
New +$225K 0.15% 73

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Crown Wealth Group's WFC Position: Q2 2026 in Review

Crown Wealth Group increased its Wells Fargo (WFC) stake by 17% in Q2 2026, buying an estimated $220K and bringing the position to 18,632 shares worth $1.54M. The position accounts for 0.39% of the portfolio, ranked #36.

Crown Wealth Group first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. 1,003 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Crown Wealth Group held 18,632 shares of Wells Fargo worth $1.54M as of Q2 2026.
  • Crown Wealth Group bought 2,739 Wells Fargo shares in Q2 2026, an estimated $220K.
  • Wells Fargo made up 0.39% of Crown Wealth Group's portfolio in Q2 2026, its #36 holding.
  • Crown Wealth Group first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.