Drucker Wealth 3.0’s Wells Fargo WFC Stock Holding History

Drucker Wealth 3.0’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	$2.13M	Sell	25,755 -1,395	-5%	-$112K	0.34%	64
2026 Q1	$2.16M	Sell	27,150 -1,126	-4%	-$96.7K	0.38%	62
2025 Q4	$2.64M	Sell	28,276 -4,132	-13%	-$359K	0.46%	47
2025 Q3	$2.72M	Sell	32,408 -27,003	-45%	-$2.19M	0.48%	46
2025 Q2	$4.86M	Sell	59,411 -22,591	-28%	-$1.63M	0.94%	25
2025 Q1	$5.89M	Sell	82,002 -5,601	-6%	-$421K	1.3%	20
2024 Q4	$6.15M	Sell	87,603 -1,758	-2%	-$120K	1.42%	19
2024 Q3	$5.05M	Buy	89,361 +1,570	+2%	+$88.8K	1.21%	24
2024 Q2	$5.21M	Buy	+87,791	New	+$5.18M	1.38%	18

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Drucker Wealth 3.0's WFC Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Wells Fargo (WFC) stake by 5.1% in Q2 2026, selling an estimated $112K and leaving 25,755 shares worth $2.13M. The position accounts for 0.34% of the portfolio, ranked #64.

Drucker Wealth 3.0 first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.15M in Q4 2024. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Drucker Wealth 3.0 held 25,755 shares of Wells Fargo worth $2.13M as of Q2 2026.
Drucker Wealth 3.0 sold 1,395 Wells Fargo shares in Q2 2026, an estimated $112K.
Wells Fargo made up 0.34% of Drucker Wealth 3.0's portfolio in Q2 2026, its #64 holding.
Drucker Wealth 3.0 first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's Wells Fargo position peaked at $6.15M in Q4 2024.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.