Forza Wealth Management
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
Q3 		$241K Sell
3,014
-150
-5% -$13K 0.07% 182
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Forza Wealth Management's WFC Position: Q3 2026 in Review

Forza Wealth Management reduced its Wells Fargo (WFC) stake by 4.7% in Q3 2026, selling an estimated $13K and leaving 3,014 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #182.

Forza Wealth Management first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $295K in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Forza Wealth Management held 3,014 shares of Wells Fargo worth $241K as of Q3 2026.
  • Forza Wealth Management sold 150 Wells Fargo shares in Q3 2026, an estimated $13K.
  • Wells Fargo made up 0.07% of Forza Wealth Management's portfolio in Q3 2026, its #182 holding.
  • Forza Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • Forza Wealth Management's Wells Fargo position peaked at $295K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.