Finer Wealth Management’s Wells Fargo WFC Stock Holding History

Finer Wealth 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 Q3	–	Sell	-3,187	Closed	-$263K	–	94
2026 Q2	$263K	Hold	3,187	–	–	0.12%	80
2026 Q1	$254K	Sell	3,187 -43	-1%	-$3.69K	0.13%	80
2025 Q4	$301K	Hold	3,230	–	–	0.15%	68
2025 Q3	$271K	Sell	3,230 -34	-1%	-$2.76K	0.13%	75
2025 Q2	$262K	Sell	3,264 -62	-2%	-$4.47K	0.14%	79
2025 Q1	$239K	Sell	3,326 -56	-2%	-$4.2K	0.14%	78
2024 Q4	$238K	Buy	+3,382	New	+$231K	0.14%	78
2024 Q3	–	Sell	-3,551	Closed	-$211K	–	81
2024 Q2	$211K	Sell	3,551 -30	-0.8%	-$1.77K	0.14%	71
2024 Q1	$208K	Sell	3,581 -1,029	-22%	-$53.8K	0.14%	74
2023 Q4	$227K	Sell	4,610 -1,233	-21%	-$53.2K	0.17%	74
2023 Q3	$239K	Buy	5,843 +353	+6%	+$15.2K	0.19%	71
2023 Q2	$234K	Sell	5,490 -40	-0.7%	-$1.61K	0.18%	78
2023 Q1	$207K	Buy	+5,530	New	+$241K	0.17%	80

Other funds holding WFC

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

Finer Wealth Management's WFC Position: Q3 2026 in Review

Finer Wealth Management sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 3,187 shares — an estimated $263K sold.

Finer Wealth Management first reported a position in WFC in Q1 2023 and held it in 13 quarters. The position peaked at $301K in Q4 2025. 1,225 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Finer Wealth Management reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
Finer Wealth Management sold 3,187 Wells Fargo shares in Q3 2026, an estimated $263K.
Finer Wealth Management first reported a position in Wells Fargo in Q1 2023 and held it in 13 quarters.
Finer Wealth Management's Wells Fargo position peaked at $301K in Q4 2025.
1,225 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.