Golden State Wealth Management’s Wells Fargo WFC Stock Holding History

Golden State 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	$377K	Buy	4,565 +111	+2%	+$8.92K	0.03%	325
2026 Q1	$355K	Sell	4,454 -292	-6%	-$25.1K	0.04%	303
2025 Q4	$442K	Sell	4,746 -154	-3%	-$13.4K	0.05%	271
2025 Q3	$411K	Sell	4,900 -95	-2%	-$7.7K	0.05%	276
2025 Q2	$400K	Sell	4,995 -80	-2%	-$5.77K	0.05%	273
2025 Q1	$364K	Sell	5,075 -97	-2%	-$7.28K	0.05%	264
2024 Q4	$363K	Buy	+5,172	New	+$353K	0.05%	245
2022 Q1	–	Sell	-9,860	Closed	-$473K	–	371
2021 Q4	$473K	Buy	9,860 +4,079	+71%	+$201K	0.08%	222
2021 Q3	$268K	Buy	5,781 +961	+20%	+$44.5K	0.06%	249
2021 Q2	$218K	Buy	+4,820	New	+$215K	0.05%	271
2020 Q4	–	Sell	-8,842	Closed	-$208K	–	424
2020 Q3	$208K	Sell	8,842 -352	-4%	-$8.67K	0.07%	190
2020 Q2	$351K	Buy	9,194 +6,362	+225%	+$174K	0.11%	120
2020 Q1	$81K	Buy	+2,832	New	+$120K	0.04%	283
2019 Q4	–	Sell	-9,898	Closed	-$499K	–	961
2019 Q3	$499K	Buy	9,898 +1,216	+14%	+$57.3K	0.16%	109
2019 Q2	$410K	Sell	8,682 -377	-4%	-$17.6K	0.13%	136
2019 Q1	$438K	Buy	+9,059	New	+$446K	0.15%	130

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Golden State Wealth Management's WFC Position: Q2 2026 in Review

Golden State Wealth Management increased its Wells Fargo (WFC) stake by 2.5% in Q2 2026, buying an estimated $8.92K and bringing the position to 4,565 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #325.

Golden State Wealth Management first reported a position in WFC in Q1 2019 and has held it in 16 quarters since. The position peaked at $499K in Q3 2019. 1,020 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Golden State Wealth Management held 4,565 shares of Wells Fargo worth $377K as of Q2 2026.
Golden State Wealth Management bought 111 Wells Fargo shares in Q2 2026, an estimated $8.92K.
Wells Fargo made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #325 holding.
Golden State Wealth Management first reported a position in Wells Fargo in Q1 2019 and has held it in 16 quarters since.
Golden State Wealth Management's Wells Fargo position peaked at $499K in Q3 2019.
1,020 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.