Curated Wealth Partners’s Wells Fargo WFC Stock Holding History

Curated Wealth Partners’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	$1.84M	Buy	15,401 +12,634	+457%	+$1.02M	0.24%	79
2026 Q1	$220K	Sell	2,767 -3,161	-53%	-$272K	0.03%	199
2025 Q4	$552K	Buy	+5,928	New	+$515K	0.06%	110
2023 Q2	–	Sell	-5,378	Closed	-$201K	–	143
2023 Q1	$201K	Buy	5,378 +312	+6%	+$13.6K	0.05%	126
2022 Q4	$209K	Buy	+5,066	New	+$224K	0.05%	120
2022 Q2	–	Sell	-5,640	Closed	-$272K	–	165
2022 Q1	$272K	Hold	5,640	–	–	0.09%	117
2021 Q4	$272K	Buy	5,640 +200	+4%	+$9.85K	0.09%	121
2021 Q3	$252K	Buy	5,440 +33	+0.6%	+$1.53K	0.14%	121
2021 Q2	$245K	Buy	+5,407	New	+$241K	0.13%	128

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

Curated Wealth Partners's WFC Position: Q2 2026 in Review

Curated Wealth Partners increased its Wells Fargo (WFC) stake by 457% in Q2 2026, buying an estimated $1.02M and bringing the position to 15,401 shares worth $1.84M. The position accounts for 0.24% of the portfolio, ranked #79.

Curated Wealth Partners first reported a position in WFC in Q2 2021 and has held it in 9 quarters since. 1,000 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Curated Wealth Partners held 15,401 shares of Wells Fargo worth $1.84M as of Q2 2026.
Curated Wealth Partners bought 12,634 Wells Fargo shares in Q2 2026, an estimated $1.02M.
Wells Fargo made up 0.24% of Curated Wealth Partners's portfolio in Q2 2026, its #79 holding.
Curated Wealth Partners first reported a position in Wells Fargo in Q2 2021 and has held it in 9 quarters since.
1,000 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.