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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
2019
Q4 		– Sell
-18
Closed -$2K – 960
2019
Q3 		$2K Hold
18
– – ﹤0.01% 992
2019
Q2 		$1K Buy
+18
New +$842 ﹤0.01% 1043

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 1,061 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.
  • 1,061 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.