Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Wells Fargo WFC Stock Holding History

Envestnet Portfolio Solutions’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 		$5.15M Buy
62,339
+502
+0.8% +$40.3K 0.02% 325
2026
Q1 		$4.92M Sell
61,837
-70,721
-53% -$6.07M 0.03% 297
2025
Q4 		$12.4M Buy
132,558
+6,515
+5% +$566K 0.04% 212
2025
Q3 		$10.6M Buy
126,043
+53,630
+74% +$4.35M 0.04% 218
2025
Q2 		$5.8M Sell
72,413
-6,345
-8% -$457K 0.02% 326
2025
Q1 		$5.65M Sell
78,758
-50,546
-39% -$3.79M 0.02% 333
2024
Q4 		$9.08M Sell
129,304
-2,249
-2% -$154K 0.03% 268
2024
Q3 		$7.43M Sell
131,553
-11,085
-8% -$627K 0.02% 306
2024
Q2 		$8.47M Sell
142,638
-18,741
-12% -$1.11M 0.03% 264
2024
Q1 		$9.35M Sell
161,379
-9,031
-5% -$472K 0.04% 236
2023
Q4 		$8.39M Buy
170,410
+15,126
+10% +$653K 0.03% 229
2023
Q3 		$6.34M Buy
+155,284
New +$6.7M 0.03% 256

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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

Envestnet Portfolio Solutions's WFC Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Wells Fargo (WFC) stake by 0.81% in Q2 2026, buying an estimated $40.3K and bringing the position to 62,339 shares worth $5.15M. The position accounts for 0.02% of the portfolio, ranked #325.

Envestnet Portfolio Solutions first reported a position in WFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.4M in Q4 2025. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Envestnet Portfolio Solutions held 62,339 shares of Wells Fargo worth $5.15M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 502 Wells Fargo shares in Q2 2026, an estimated $40.3K.
  • Wells Fargo made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #325 holding.
  • Envestnet Portfolio Solutions first reported a position in Wells Fargo in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Wells Fargo position peaked at $12.4M in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.