Destination Wealth Management’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
$4.54K Hold
200
﹤0.01% 341
2026
Q1
$4.32K Buy
+200
New +$17.2K ﹤0.01% 321

Other funds holding WFC

Destination Wealth Management's WFC Position: Q2 2026 in Review

Destination Wealth Management increased its Wells Fargo (WFC) stake by 1.7% in Q2 2026, buying an estimated $15.3K and bringing the position to 11,103 shares worth $918K. The position accounts for 0.02% of the portfolio, ranked #166.

Destination Wealth Management first reported a position in WFC in Q4 2013 and has held it in 35 quarters since. The position peaked at $6.71M in Q1 2018. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Destination Wealth Management held 11,103 shares of Wells Fargo worth $918K as of Q2 2026.
  • Destination Wealth Management bought 190 Wells Fargo shares in Q2 2026, an estimated $15.3K.
  • Wells Fargo made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Destination Wealth Management first reported a position in Wells Fargo in Q4 2013 and has held it in 35 quarters since.
  • Destination Wealth Management's Wells Fargo position peaked at $6.71M in Q1 2018.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.