High Note Wealth’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$83.3K Buy
1,008
+85
+9% +$6.83K 0.01% 171
2026
Q1
$73.5K Sell
923
-98
-10% -$8.42K 0.01% 172
2025
Q4
$95.2K Sell
1,021
-77
-7% -$6.68K 0.02% 148
2025
Q3
$92K Buy
1,098
+9
+0.8% +$730 0.02% 143
2025
Q2
$87.3K Hold
1,089
0.02% 145
2025
Q1
$78.2K Buy
1,089
+409
+60% +$30.7K 0.02% 141
2024
Q4
$47.8K Buy
+680
New +$46.4K 0.01% 175

Other funds holding WFC

High Note Wealth's WFC Position: Q2 2026 in Review

High Note Wealth increased its Wells Fargo (WFC) stake by 9.2% in Q2 2026, buying an estimated $6.83K and bringing the position to 1,008 shares worth $83.3K. The position accounts for 0.01% of the portfolio, ranked #171.

High Note Wealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $95.2K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • High Note Wealth held 1,008 shares of Wells Fargo worth $83.3K as of Q2 2026.
  • High Note Wealth bought 85 Wells Fargo shares in Q2 2026, an estimated $6.83K.
  • Wells Fargo made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #171 holding.
  • High Note Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Wells Fargo position peaked at $95.2K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.