Encompass More Asset Management’s Wells Fargo WFC Stock Holding History

Encompass More Asset Management’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	$441K	Sell	5,335 -26	-0.5%	-$2.09K	0.06%	182
2026 Q1	$427K	Sell	5,361 -38	-0.7%	-$3.26K	0.07%	154
2025 Q4	$503K	Sell	5,399 -65	-1%	-$5.64K	0.09%	141
2025 Q3	$458K	Sell	5,464 -12	-0.2%	-$973	0.09%	138
2025 Q2	$439K	Sell	5,476 -3,448	-39%	-$249K	0.1%	129
2025 Q1	$641K	Sell	8,924 -388	-4%	-$29.1K	0.19%	102
2024 Q4	$654K	Buy	9,312 +1,605	+21%	+$110K	0.22%	86
2024 Q3	$435K	Buy	7,707 +1,771	+30%	+$100K	0.17%	106
2024 Q2	$353K	Buy	5,936 +512	+9%	+$30.2K	0.25%	63
2024 Q1	$314K	Buy	+5,424	New	+$284K	0.26%	66

Other funds holding WFC

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

PensionDanmark Copenhagen O, Denmark $12B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Encompass More Asset Management's WFC Position: Q2 2026 in Review

Encompass More Asset Management reduced its Wells Fargo (WFC) stake by 0.48% in Q2 2026, selling an estimated $2.09K and leaving 5,335 shares worth $441K. The position accounts for 0.06% of the portfolio, ranked #182.

Encompass More Asset Management first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $654K in Q4 2024. 462 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Encompass More Asset Management held 5,335 shares of Wells Fargo worth $441K as of Q2 2026.
Encompass More Asset Management sold 26 Wells Fargo shares in Q2 2026, an estimated $2.09K.
Wells Fargo made up 0.06% of Encompass More Asset Management's portfolio in Q2 2026, its #182 holding.
Encompass More Asset Management first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
Encompass More Asset Management's Wells Fargo position peaked at $654K in Q4 2024.
462 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.