GWWM
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Great Waters Wealth Management’s Wells Fargo WFC Stock Holding History

Great Waters 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 		$315K Sell
3,811
-121
-3% -$9.72K 0.03% 105
2026
Q1 		$313K Sell
3,932
-10
-0.3% -$859 0.03% 91
2025
Q4 		$367K Sell
3,942
-37
-0.9% -$3.21K 0.04% 79
2025
Q3 		$334K Sell
3,979
-1,234
-24% -$100K 0.04% 83
2025
Q2 		$418K Buy
5,213
+97
+2% +$6.99K 0.05% 67
2025
Q1 		$367K Sell
5,116
-1,809
-26% -$136K 0.05% 68
2024
Q4 		$486K Buy
6,925
+86
+1% +$5.87K 0.06% 62
2024
Q3 		$386K Buy
6,839
+187
+3% +$10.6K 0.05% 71
2024
Q2 		$395K Buy
+6,652
New +$393K 0.06% 69

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Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return