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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fortitude Family Office's WFC Position: Q2 2026 in Review

Fortitude Family Office increased its Wells Fargo (WFC) stake by 2.3% in Q2 2026, buying an estimated $2.97K and bringing the position to 1,676 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #163.

Fortitude Family Office first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $617K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Fortitude Family Office held 1,676 shares of Wells Fargo worth $139K as of Q2 2026.
Fortitude Family Office bought 37 Wells Fargo shares in Q2 2026, an estimated $2.97K.
Wells Fargo made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #163 holding.
Fortitude Family Office first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Wells Fargo position peaked at $617K in Q4 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.