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Eagle Strategies’s Wells Fargo WFC Stock Holding History

Eagle Strategies’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 		$204K Buy
+2,466
New +$198K 0.02% 270
2024
Q2 		– Sell
-9,293
Closed -$539K – 337
2024
Q1 		$539K Buy
+9,293
New +$486K 0.12% 153

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Handelsbanken Fonder
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eagle Strategies's WFC Position: Q2 2026 in Review

Eagle Strategies opened a new position in Wells Fargo (WFC) in Q2 2026: 2,466 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #270 among its holdings. This is a return to the name: Eagle Strategies previously reported a position in WFC as recently as Q1 2024.

Eagle Strategies first reported a position in WFC in Q1 2024 and has held it in 2 quarters since. The position peaked at $539K in Q1 2024. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Eagle Strategies held 2,466 shares of Wells Fargo worth $204K as of Q2 2026.
  • Wells Fargo was a new Eagle Strategies position in Q2 2026.
  • Wells Fargo made up 0.02% of Eagle Strategies's portfolio in Q2 2026, its #270 holding.
  • Eagle Strategies first reported a position in Wells Fargo in Q1 2024 and has held it in 2 quarters since.
  • Eagle Strategies's Wells Fargo position peaked at $539K in Q1 2024.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.