FFO
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Fortitude Family Office’s Wells Fargo WFC Stock Holding History

Fortitude Family Office’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 		$272K Buy
3,401
+1,725
+103% +$149K 0.05% 122
2026
Q2 		$139K Buy
1,676
+37
+2% +$2.97K 0.03% 163
2026
Q1 		$130K Sell
1,639
-4,986
-75% -$428K 0.03% 145
2025
Q4 		$617K Buy
6,625
+5
+0.1% +$434 0.14% 92
2025
Q3 		$555K Hold
6,620
– – 0.15% 86
2025
Q2 		$530K Sell
6,620
-827
-11% -$59.6K 0.17% 76
2025
Q1 		$535K Hold
7,447
– – 0.19% 67
2024
Q4 		$523K Buy
7,447
+535
+8% +$36.5K 0.19% 74
2024
Q3 		$390K Buy
6,912
+1,015
+17% +$57.4K 0.15% 83
2024
Q2 		$350K Buy
5,897
+203
+4% +$12K 0.2% 60
2024
Q1 		$330K Buy
5,694
+298
+6% +$15.6K 0.22% 61
2023
Q4 		$266K Buy
+5,396
New +$233K 0.2% 73

Other funds holding WFC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Fortitude Family Office's WFC Position: Q3 2026 in Review

Fortitude Family Office increased its Wells Fargo (WFC) stake by 103% in Q3 2026, buying an estimated $149K and bringing the position to 3,401 shares worth $272K. The position accounts for 0.05% of the portfolio, ranked #122.

Fortitude Family Office first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $617K in Q4 2025. 319 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Fortitude Family Office held 3,401 shares of Wells Fargo worth $272K as of Q3 2026.
  • Fortitude Family Office bought 1,725 Wells Fargo shares in Q3 2026, an estimated $149K.
  • Wells Fargo made up 0.05% of Fortitude Family Office's portfolio in Q3 2026, its #122 holding.
  • Fortitude Family Office first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
  • Fortitude Family Office's Wells Fargo position peaked at $617K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.