GWSA
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Global Wealth Strategies & Associates’s Wells Fargo WFC Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-35
Closed -$2.79K – 485
2026
Q1 		$2.79K Buy
+35
New +$3.01K ﹤0.01% 389
2025
Q4 		– Sell
-66
Closed -$5.53K – 605
2025
Q3 		$5.53K Hold
66
– – ﹤0.01% 333
2025
Q2 		$5.29K Sell
66
-127
-66% -$9.16K ﹤0.01% 260
2025
Q1 		$13.9K Hold
193
– – ﹤0.01% 218
2024
Q4 		$13.6K Hold
193
– – ﹤0.01% 200
2024
Q3 		$10.9K Buy
193
+66
+52% +$3.73K ﹤0.01% 188
2024
Q2 		$7.54K Hold
127
– – ﹤0.01% 193
2024
Q1 		$7.36K Buy
+127
New +$6.64K ﹤0.01% 198
2023
Q2 		– Sell
-46
Closed -$1.72K – 362
2023
Q1 		$1.72K Buy
+46
New +$2K ﹤0.01% 275

Other funds holding WFC

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 $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return