Elevatus Welath Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$704K Buy
8,522
+4,518
+113% +$363K 0.17% 104
2026
Q1
$319K Buy
4,004
+255
+7% +$21.9K 0.17% 100
2025
Q4
$349K Buy
+3,749
New +$325K 0.1% 107

Other funds holding WFC

Elevatus Welath Management's WFC Position: Q2 2026 in Review

Elevatus Welath Management increased its Wells Fargo (WFC) stake by 113% in Q2 2026, buying an estimated $363K and bringing the position to 8,522 shares worth $704K. The position accounts for 0.17% of the portfolio, ranked #104.

Elevatus Welath Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Elevatus Welath Management held 8,522 shares of Wells Fargo worth $704K as of Q2 2026.
  • Elevatus Welath Management bought 4,518 Wells Fargo shares in Q2 2026, an estimated $363K.
  • Wells Fargo made up 0.17% of Elevatus Welath Management's portfolio in Q2 2026, its #104 holding.
  • Elevatus Welath Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.