FWM
WFC icon

Forza Wealth Management’s Wells Fargo WFC Stock Holding History

Forza 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
Q2 		$261K Hold
3,164
– – 0.08% 173
2026
Q1 		$252K Hold
3,164
– – 0.09% 175
2025
Q4 		$295K Hold
3,164
– – 0.11% 161
2025
Q3 		$265K Hold
3,164
– – 0.1% 168
2025
Q2 		$254K Hold
3,164
– – 0.1% 172
2025
Q1 		$227K Hold
3,164
– – 0.1% 165
2024
Q4 		$222K Buy
+3,164
New +$216K 0.1% 172

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Forza Wealth Management's WFC Position: Q2 2026 in Review

Forza Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 3,164 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #173.

Forza Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $295K in Q4 2025. 644 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Forza Wealth Management held 3,164 shares of Wells Fargo worth $261K as of Q2 2026.
  • Forza Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.08% of Forza Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Forza Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Forza Wealth Management's Wells Fargo position peaked at $295K in Q4 2025.
  • 644 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.