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 Q3	$287K	Sell	3,589 -222	-6%	-$19.2K	0.03%	107
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

Other funds holding WFC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Great Waters Wealth Management's WFC Position: Q3 2026 in Review

Great Waters Wealth Management reduced its Wells Fargo (WFC) stake by 5.8% in Q3 2026, selling an estimated $19.2K and leaving 3,589 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #107.

Great Waters Wealth Management first reported a position in WFC in Q2 2024 and has held it in 10 quarters since. The position peaked at $486K in Q4 2024. 369 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Great Waters Wealth Management held 3,589 shares of Wells Fargo worth $287K as of Q3 2026.
Great Waters Wealth Management sold 222 Wells Fargo shares in Q3 2026, an estimated $19.2K.
Wells Fargo made up 0.03% of Great Waters Wealth Management's portfolio in Q3 2026, its #107 holding.
Great Waters Wealth Management first reported a position in Wells Fargo in Q2 2024 and has held it in 10 quarters since.
Great Waters Wealth Management's Wells Fargo position peaked at $486K in Q4 2024.
369 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.