Financial Gravity Companies’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$76.7K Buy
+928
New +$74.6K 0.01% 254
2025
Q2
$74.4K Buy
+928
New +$66.9K 0.01% 251
2024
Q4
$65.2K Buy
+928
New +$63.4K 0.01% 254
2018
Q4
$82K Buy
+1,677
New +$85.9K 0.07% 228
2018
Q1
$18K Sell
353
-112
-24% -$6.65K 0.02% 514
2017
Q4
$31K Buy
+465
New +$26.3K 0.04% 421

Other funds holding WFC

Financial Gravity Companies's WFC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Wells Fargo (WFC) in Q2 2026: 928 shares worth $76.7K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WFC as recently as Q2 2025.

Financial Gravity Companies first reported a position in WFC in Q4 2017 and has held it in 6 quarters since. The position peaked at $82K in Q4 2018. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Financial Gravity Companies held 928 shares of Wells Fargo worth $76.7K as of Q2 2026.
  • Wells Fargo was a new Financial Gravity Companies position in Q2 2026.
  • Wells Fargo made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #254 holding.
  • Financial Gravity Companies first reported a position in Wells Fargo in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Wells Fargo position peaked at $82K in Q4 2018.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.