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Everhart Financial Group’s Wells Fargo WFC Stock Holding History

Everhart 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 		$1.92M Sell
23,180
-2,022
-8% -$162K 0.12% 85
2026
Q1 		$2.01M Buy
25,202
+322
+1% +$27.7K 0.17% 79
2025
Q4 		$2.32M Buy
24,880
+2,815
+13% +$244K 0.21% 60
2025
Q3 		$1.85M Buy
22,065
+1,014
+5% +$82.2K 0.19% 66
2025
Q2 		$1.69M Buy
21,051
+1,561
+8% +$113K 0.19% 72
2025
Q1 		$1.4M Buy
19,490
+926
+5% +$69.5K 0.19% 75
2024
Q4 		$1.3M Buy
18,564
+1,897
+11% +$130K 0.27% 70
2024
Q3 		$942K Buy
16,667
+1,392
+9% +$78.7K 0.21% 110
2024
Q2 		$907K Buy
15,275
+5,055
+49% +$298K 0.24% 88
2024
Q1 		$592K Buy
10,220
+1,922
+23% +$101K 0.17% 124
2023
Q4 		$408K Sell
8,298
-561
-6% -$24.2K 0.14% 139
2023
Q3 		$362K Buy
8,859
+1,473
+20% +$63.6K 0.15% 127
2023
Q2 		$315K Buy
7,386
+1,239
+20% +$49.9K 0.13% 153
2023
Q1 		$230K Buy
+6,147
New +$268K 0.1% 174
2022
Q4 		– Sell
-10,351
Closed -$417K – 228
2022
Q3 		$417K Buy
10,351
+4,965
+92% +$213K 0.23% 83
2022
Q2 		$211K Sell
5,386
-1,851
-26% -$81.2K 0.13% 173
2022
Q1 		$351K Buy
+7,237
New +$387K 0.2% 92

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

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

Everhart Financial Group reduced its Wells Fargo (WFC) stake by 8% in Q2 2026, selling an estimated $162K and leaving 23,180 shares worth $1.92M. The position accounts for 0.12% of the portfolio, ranked #85.

Everhart Financial Group first reported a position in WFC in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.32M in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Everhart Financial Group held 23,180 shares of Wells Fargo worth $1.92M as of Q2 2026.
  • Everhart Financial Group sold 2,022 Wells Fargo shares in Q2 2026, an estimated $162K.
  • Wells Fargo made up 0.12% of Everhart Financial Group's portfolio in Q2 2026, its #85 holding.
  • Everhart Financial Group first reported a position in Wells Fargo in Q1 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's Wells Fargo position peaked at $2.32M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.