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Eagle Wealth Strategies’s Wells Fargo WFC Stock Holding History

Eagle Wealth 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 		$272K Sell
3,290
-140
-4% -$11.3K 0.1% 90
2026
Q1 		$273K Sell
3,430
-95
-3% -$8.16K 0.12% 84
2025
Q4 		$329K Sell
3,525
-38
-1% -$3.3K 0.15% 71
2025
Q3 		$299K Sell
3,563
-36
-1% -$2.92K 0.15% 75
2025
Q2 		$288K Sell
3,599
-20
-0.6% -$1.44K 0.16% 74
2025
Q1 		$260K Buy
3,619
+7
+0.2% +$526 0.16% 75
2024
Q4 		$254K Buy
3,612
+57
+2% +$3.89K 0.18% 86
2024
Q3 		$201K Sell
3,555
-129
-4% -$7.3K 0.15% 103
2024
Q2 		$219K Sell
3,684
-29
-0.8% -$1.71K 0.18% 80
2024
Q1 		$214K Buy
+3,713
New +$194K 0.17% 85

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

Eagle Wealth Strategies's WFC Position: Q2 2026 in Review

Eagle Wealth Strategies reduced its Wells Fargo (WFC) stake by 4.1% in Q2 2026, selling an estimated $11.3K and leaving 3,290 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #90.

Eagle Wealth Strategies first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $329K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Eagle Wealth Strategies held 3,290 shares of Wells Fargo worth $272K as of Q2 2026.
  • Eagle Wealth Strategies sold 140 Wells Fargo shares in Q2 2026, an estimated $11.3K.
  • Wells Fargo made up 0.1% of Eagle Wealth Strategies's portfolio in Q2 2026, its #90 holding.
  • Eagle Wealth Strategies first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
  • Eagle Wealth Strategies's Wells Fargo position peaked at $329K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.