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Goldstein Advisors’s Wells Fargo WFC Stock Holding History

Goldstein Advisors’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 		$369K Buy
4,471
+999
+29% +$80.3K 0.03% 168
2026
Q1 		$276K Buy
3,472
+431
+14% +$37K 0.03% 164
2025
Q4 		$283K Buy
3,041
+240
+9% +$20.8K 0.03% 154
2025
Q3 		$235K Buy
+2,801
New +$227K 0.03% 180

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

Goldstein Advisors's WFC Position: Q2 2026 in Review

Goldstein Advisors increased its Wells Fargo (WFC) stake by 29% in Q2 2026, buying an estimated $80.3K and bringing the position to 4,471 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #168.

Goldstein Advisors first reported a position in WFC in Q3 2025 and has held it in 4 quarters since. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Goldstein Advisors held 4,471 shares of Wells Fargo worth $369K as of Q2 2026.
  • Goldstein Advisors bought 999 Wells Fargo shares in Q2 2026, an estimated $80.3K.
  • Wells Fargo made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #168 holding.
  • Goldstein Advisors first reported a position in Wells Fargo in Q3 2025 and has held it in 4 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.