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Hidden Cove Wealth Management’s Wells Fargo WFC Stock Holding History

Hidden Cove 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 		$566K Buy
6,846
+124
+2% +$9.96K 0.31% 54
2026
Q1 		$535K Buy
6,722
+491
+8% +$42.2K 0.34% 48
2025
Q4 		$581K Buy
6,231
+283
+5% +$24.6K 0.38% 39
2025
Q3 		$499K Buy
5,948
+119
+2% +$9.65K 0.33% 38
2025
Q2 		$467K Buy
5,829
+144
+3% +$10.4K 0.34% 38
2025
Q1 		$408K Buy
5,685
+131
+2% +$9.84K 0.32% 33
2024
Q4 		$390K Buy
+5,554
New +$379K 0.32% 33

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Hidden Cove Wealth Management's WFC Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its Wells Fargo (WFC) stake by 1.8% in Q2 2026, buying an estimated $9.96K and bringing the position to 6,846 shares worth $566K. The position accounts for 0.31% of the portfolio, ranked #54.

Hidden Cove Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $581K in Q4 2025. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Hidden Cove Wealth Management held 6,846 shares of Wells Fargo worth $566K as of Q2 2026.
  • Hidden Cove Wealth Management bought 124 Wells Fargo shares in Q2 2026, an estimated $9.96K.
  • Wells Fargo made up 0.31% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Hidden Cove Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Hidden Cove Wealth Management's Wells Fargo position peaked at $581K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.