Grant Private Wealth Management’s Wells Fargo WFC Stock Holding History

Grant Private 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	$522K	Buy	6,312 +101	+2%	+$8.12K	0.22%	90
2026 Q1	$494K	Sell	6,211 -119	-2%	-$10.2K	0.26%	78
2025 Q4	$590K	Hold	6,330	–	–	0.36%	60
2025 Q3	$531K	Sell	6,330 -30,951	-83%	-$2.51M	0.33%	66
2025 Q2	$2.99M	Buy	37,281 +29,733	+394%	+$2.14M	1.69%	22
2025 Q1	$542K	Sell	7,548 -400	-5%	-$30K	0.58%	48
2024 Q4	$558K	Buy	+7,948	New	+$543K	0.6%	40

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Grant Private Wealth Management's WFC Position: Q2 2026 in Review

Grant Private Wealth Management increased its Wells Fargo (WFC) stake by 1.6% in Q2 2026, buying an estimated $8.12K and bringing the position to 6,312 shares worth $522K. The position accounts for 0.22% of the portfolio, ranked #90.

Grant Private Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.99M in Q2 2025. 1,003 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Grant Private Wealth Management held 6,312 shares of Wells Fargo worth $522K as of Q2 2026.
Grant Private Wealth Management bought 101 Wells Fargo shares in Q2 2026, an estimated $8.12K.
Wells Fargo made up 0.22% of Grant Private Wealth Management's portfolio in Q2 2026, its #90 holding.
Grant Private Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Wells Fargo position peaked at $2.99M in Q2 2025.
1,003 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.