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Gilpin Wealth Management’s Wells Fargo WFC Stock Holding History

Gilpin 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 		$1.41M Sell
17,608
-192
-1% -$16.6K 0.95% 28
2026
Q2 		$1.47M Sell
17,800
-227
-1% -$18.2K 1.02% 27
2026
Q1 		$1.44M Sell
18,027
-239
-1% -$20.5K 1.14% 24
2025
Q4 		$1.7M Buy
+18,266
New +$1.59M 1.35% 18

Other funds holding WFC

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Wells Fargo (WFC) stake by 1.1% in Q3 2026, selling an estimated $16.6K and leaving 17,608 shares worth $1.41M. The position accounts for 0.95% of the portfolio, ranked #28.

Gilpin Wealth Management first reported a position in WFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.7M in Q4 2025. 132 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Gilpin Wealth Management held 17,608 shares of Wells Fargo worth $1.41M as of Q3 2026.
  • Gilpin Wealth Management sold 192 Wells Fargo shares in Q3 2026, an estimated $16.6K.
  • Wells Fargo made up 0.95% of Gilpin Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Gilpin Wealth Management first reported a position in Wells Fargo in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Wells Fargo position peaked at $1.7M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.