Holos Integrated Wealth
WFC icon

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
Q3 		$19K Hold
232
– – 0.01% 225
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Holos Integrated Wealth's WFC Position: Q3 2026 in Review

Holos Integrated Wealth held its Wells Fargo (WFC) position steady in Q3 2026 at 232 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #225.

Holos Integrated Wealth first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $22.1K in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Holos Integrated Wealth held 232 shares of Wells Fargo worth $19K as of Q3 2026.
  • Holos Integrated Wealth left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #225 holding.
  • Holos Integrated Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Wells Fargo position peaked at $22.1K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.