Elevated Private Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Elevated Private Wealth's WFC Position: Q2 2026 in Review
Elevated Private Wealth opened a new position in Wells Fargo (WFC) in Q2 2026: 9,387 shares worth $776K. The stake represents 0.73% of the portfolio and ranks #50 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in WFC as recently as Q4 2025.
Elevated Private Wealth first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $820K in Q4 2025. 2,865 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Elevated Private Wealth held 9,387 shares of Wells Fargo worth $776K as of Q2 2026.
- Wells Fargo was a new Elevated Private Wealth position in Q2 2026.
- Wells Fargo made up 0.73% of Elevated Private Wealth's portfolio in Q2 2026, its #50 holding.
- Elevated Private Wealth first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
- Elevated Private Wealth's Wells Fargo position peaked at $820K in Q4 2025.
- 2,865 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.