Crux Wealth Advisors’s Wells Fargo WFC Stock Holding History

Crux Wealth 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	$1.49M	Sell	17,971 -733	-4%	-$58.9K	0.51%	58
2026 Q1	$1.49M	Sell	18,704 -5,416	-22%	-$465K	0.57%	54
2025 Q4	$2.25M	Buy	24,120 +30	+0.1%	+$2.6K	0.84%	34
2025 Q3	$2.02M	Buy	24,090 +1,399	+6%	+$113K	0.8%	35
2025 Q2	$1.82M	Buy	22,691 +6,737	+42%	+$486K	0.77%	38
2025 Q1	$1.15M	Buy	15,954 +6,069	+61%	+$456K	0.6%	56
2024 Q4	$694K	Buy	+9,885	New	+$675K	0.39%	76

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

Crux Wealth Advisors's WFC Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Wells Fargo (WFC) stake by 3.9% in Q2 2026, selling an estimated $58.9K and leaving 17,971 shares worth $1.49M. The position accounts for 0.51% of the portfolio, ranked #58.

Crux Wealth Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Crux Wealth Advisors held 17,971 shares of Wells Fargo worth $1.49M as of Q2 2026.
Crux Wealth Advisors sold 733 Wells Fargo shares in Q2 2026, an estimated $58.9K.
Wells Fargo made up 0.51% of Crux Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Crux Wealth Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's Wells Fargo position peaked at $2.25M in Q4 2025.
988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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