Evanson Financial’s Wells Fargo 7.5% Non Cumv Perp Conv WFC.PRL Stock Holding History

Evanson Financial’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$289K	Buy	+250	New	+$295K	0.01%	274

Other funds holding WFC.PRL

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

First County Bank Stamford, Connecticut $213M AUM 31.34% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return