DWS
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Discipline Wealth Solutions’s Wells Fargo WFC Stock Holding History

Discipline Wealth Solutions’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 		$335K Hold
4,048
– – 0.03% 157
2026
Q1 		$322K Hold
4,048
– – 0.03% 146
2025
Q4 		$377K Buy
+4,048
New +$351K 0.07% 119

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Discipline Wealth Solutions's WFC Position: Q2 2026 in Review

Discipline Wealth Solutions held its Wells Fargo (WFC) position steady in Q2 2026 at 4,048 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #157.

Discipline Wealth Solutions first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $377K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Discipline Wealth Solutions held 4,048 shares of Wells Fargo worth $335K as of Q2 2026.
  • Discipline Wealth Solutions left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #157 holding.
  • Discipline Wealth Solutions first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's Wells Fargo position peaked at $377K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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