GC Wealth Management RIA’s Wells Fargo WFC Stock Holding History

GC Wealth Management RIA’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	$4.5M	Sell	54,405 -1,836	-3%	-$148K	0.26%	78
2026 Q1	$4.48M	Sell	56,241 -2,514	-4%	-$216K	0.19%	83
2025 Q4	$5.48M	Sell	58,755 -21,082	-26%	-$1.83M	0.2%	75
2025 Q3	$6.69M	Buy	79,837 +41,509	+108%	+$3.37M	0.22%	78
2025 Q2	$3.07M	Buy	38,328 +33,942	+774%	+$2.45M	0.25%	86
2025 Q1	$315K	Buy	4,386 +152	+4%	+$11.4K	0.06%	244
2024 Q4	$297K	Sell	4,234 -11	-0.3%	-$751	0.05%	245
2024 Q3	$240K	Buy	+4,245	New	+$240K	0.04%	269
2024 Q2	–	Sell	-4,599	Closed	-$267K	–	290
2024 Q1	$267K	Buy	+4,599	New	+$241K	0.05%	241

Other funds holding WFC

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

GC Wealth Management RIA's WFC Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Wells Fargo (WFC) stake by 3.3% in Q2 2026, selling an estimated $148K and leaving 54,405 shares worth $4.5M. The position accounts for 0.26% of the portfolio, ranked #78.

GC Wealth Management RIA first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.69M in Q3 2025. 927 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

GC Wealth Management RIA held 54,405 shares of Wells Fargo worth $4.5M as of Q2 2026.
GC Wealth Management RIA sold 1,836 Wells Fargo shares in Q2 2026, an estimated $148K.
Wells Fargo made up 0.26% of GC Wealth Management RIA's portfolio in Q2 2026, its #78 holding.
GC Wealth Management RIA first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
GC Wealth Management RIA's Wells Fargo position peaked at $6.69M in Q3 2025.
927 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.