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Embree Financial Group’s Wells Fargo WFC Stock Holding History

Embree Financial Group’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 		$369K Buy
4,465
+89
+2% +$7.15K 0.04% 198
2026
Q1 		$348K Buy
4,376
+714
+19% +$61.3K 0.04% 186
2025
Q4 		$341K Buy
3,662
+332
+10% +$28.8K 0.04% 179
2025
Q3 		$279K Buy
3,330
+126
+4% +$10.2K 0.04% 191
2025
Q2 		$257K Buy
3,204
+79
+3% +$5.7K 0.04% 190
2025
Q1 		$224K Buy
+3,125
New +$235K 0.04% 189

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
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

Embree Financial Group's WFC Position: Q2 2026 in Review

Embree Financial Group increased its Wells Fargo (WFC) stake by 2% in Q2 2026, buying an estimated $7.15K and bringing the position to 4,465 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #198.

Embree Financial Group first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Embree Financial Group held 4,465 shares of Wells Fargo worth $369K as of Q2 2026.
  • Embree Financial Group bought 89 Wells Fargo shares in Q2 2026, an estimated $7.15K.
  • Wells Fargo made up 0.04% of Embree Financial Group's portfolio in Q2 2026, its #198 holding.
  • Embree Financial Group first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.