HIW
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Holos Integrated Wealth’s Wells Fargo WFC Stock Holding History

Holos Integrated Wealth’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 		$20.2K Hold
232
– – 0.01% 206
2026
Q1 		$19K Hold
232
– – 0.01% 212
2025
Q4 		$22.1K Hold
232
– – 0.01% 159
2025
Q3 		$18K Hold
232
– – 0.01% 164
2025
Q2 		$18.1K Hold
232
– – 0.01% 160
2025
Q1 		$16.7K Hold
232
– – 0.01% 167
2024
Q4 		$16.3K Buy
+232
New +$15.8K 0.01% 162

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Holos Integrated Wealth's WFC Position: Q2 2026 in Review

Holos Integrated Wealth held its Wells Fargo (WFC) position steady in Q2 2026 at 232 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #206.

Holos Integrated Wealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.1K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Holos Integrated Wealth held 232 shares of Wells Fargo worth $20.2K as of Q2 2026.
  • Holos Integrated Wealth left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #206 holding.
  • Holos Integrated Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Wells Fargo position peaked at $22.1K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.