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Fortem Financial Group’s Wells Fargo WFC Stock Holding History

Fortem 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 		$424K Sell
5,133
-103
-2% -$8.28K 0.09% 133
2026
Q1 		$417K Buy
5,236
+173
+3% +$14.9K 0.1% 132
2025
Q4 		$472K Hold
5,063
– – 0.13% 119
2025
Q3 		$424K Buy
5,063
+4
+0.1% +$324 0.12% 117
2025
Q2 		$405K Sell
5,059
-1,700
-25% -$123K 0.13% 119
2025
Q1 		$485K Buy
6,759
+150
+2% +$11.3K 0.19% 126
2024
Q4 		$464K Sell
6,609
-149
-2% -$10.2K 0.18% 121
2024
Q3 		$382K Sell
6,758
-142
-2% -$8.03K 0.16% 133
2024
Q2 		$410K Sell
6,900
-187
-3% -$11K 0.18% 119
2024
Q1 		$411K Buy
7,087
+707
+11% +$37K 0.18% 126
2023
Q4 		$314K Sell
6,380
-567
-8% -$24.5K 0.16% 137
2023
Q3 		$284K Sell
6,947
-1,627
-19% -$70.2K 0.17% 137
2023
Q2 		$366K Sell
8,574
-1,392
-14% -$56K 0.22% 113
2023
Q1 		$373K Sell
9,966
-977
-9% -$42.6K 0.24% 111
2022
Q4 		$452K Sell
10,943
-991
-8% -$43.9K 0.26% 106
2022
Q3 		$480K Sell
11,934
-3,492
-23% -$150K 0.33% 92
2022
Q2 		$604K Sell
15,426
-4,379
-22% -$192K 0.39% 83
2022
Q1 		$960K Buy
19,805
+8,342
+73% +$446K 0.42% 87
2021
Q4 		$550K Buy
11,463
+2,604
+29% +$128K 0.25% 113
2021
Q3 		$411K Buy
+8,859
New +$410K 0.21% 119
2021
Q1 		– Sell
-236
Closed -$7K – 434
2020
Q4 		$7K Buy
+236
New +$6.11K ﹤0.01% 379

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Fortem Financial Group reduced its Wells Fargo (WFC) stake by 2% in Q2 2026, selling an estimated $8.28K and leaving 5,133 shares worth $424K. The position accounts for 0.09% of the portfolio, ranked #133.

Fortem Financial Group first reported a position in WFC in Q4 2020 and has held it in 21 quarters since. The position peaked at $960K in Q1 2022. 1,038 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Fortem Financial Group held 5,133 shares of Wells Fargo worth $424K as of Q2 2026.
  • Fortem Financial Group sold 103 Wells Fargo shares in Q2 2026, an estimated $8.28K.
  • Wells Fargo made up 0.09% of Fortem Financial Group's portfolio in Q2 2026, its #133 holding.
  • Fortem Financial Group first reported a position in Wells Fargo in Q4 2020 and has held it in 21 quarters since.
  • Fortem Financial Group's Wells Fargo position peaked at $960K in Q1 2022.
  • 1,038 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.