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FOCUS Wealth Advisors’s Wells Fargo WFC Stock Holding History

FOCUS Wealth Advisors’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 		– Sell
-24,552
Closed -$1.95M – 67
2026
Q1 		$1.95M Sell
24,552
-1,168
-5% -$100K 0.96% 31
2025
Q4 		$2.4M Buy
25,720
+254
+1% +$22.1K 1.12% 28
2025
Q3 		$2.13M Buy
25,466
+1,589
+7% +$129K 1.03% 29
2025
Q2 		$1.91M Buy
23,877
+352
+1% +$25.4K 0.99% 32
2025
Q1 		$1.69M Buy
23,525
+1,215
+5% +$91.2K 0.93% 31
2024
Q4 		$1.57M Buy
+22,310
New +$1.52M 0.83% 31

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

FOCUS Wealth Advisors's WFC Position: Q2 2026 in Review

FOCUS Wealth Advisors sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 24,552 shares — an estimated $1.95M sold.

FOCUS Wealth Advisors first reported a position in WFC in Q4 2024 and held it in 6 quarters. The position peaked at $2.4M in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • FOCUS Wealth Advisors reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 24,552 Wells Fargo shares in Q2 2026, an estimated $1.95M.
  • FOCUS Wealth Advisors first reported a position in Wells Fargo in Q4 2024 and held it in 6 quarters.
  • FOCUS Wealth Advisors's Wells Fargo position peaked at $2.4M in Q4 2025.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.