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Gratus Wealth Advisors’s Wells Fargo WFC Stock Holding History

Gratus Wealth 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 		$229K Sell
2,766
-98
-3% -$7.88K 0.03% 128
2026
Q1 		$228K Sell
2,864
-1,831
-39% -$157K 0.03% 135
2025
Q4 		$438K Buy
4,695
+2,003
+74% +$174K 0.06% 100
2025
Q3 		$226K Buy
2,692
+4
+0.1% +$324 0.03% 125
2025
Q2 		$215K Buy
+2,688
New +$194K 0.03% 126

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

Gratus Wealth Advisors's WFC Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Wells Fargo (WFC) stake by 3.4% in Q2 2026, selling an estimated $7.88K and leaving 2,766 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #128.

Gratus Wealth Advisors first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $438K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Gratus Wealth Advisors held 2,766 shares of Wells Fargo worth $229K as of Q2 2026.
  • Gratus Wealth Advisors sold 98 Wells Fargo shares in Q2 2026, an estimated $7.88K.
  • Wells Fargo made up 0.03% of Gratus Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • Gratus Wealth Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Gratus Wealth Advisors's Wells Fargo position peaked at $438K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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