HRC Wealth Management’s Wells Fargo WFC Stock Holding History

HRC 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	$307K	Buy	3,837 +1	+0%	+$87	0.12%	50
2026 Q2	$317K	Buy	3,836 +1	+0%	+$80	0.13%	47
2026 Q1	$305K	Buy	3,835 +3	+0.1%	+$258	0.14%	45
2025 Q4	$357K	Buy	3,832 +11	+0.3%	+$955	0.17%	44
2025 Q3	$320K	Buy	3,821 +10	+0.3%	+$811	0.16%	42
2025 Q2	$305K	Buy	3,811 +11	+0.3%	+$793	0.16%	42
2025 Q1	$273K	Buy	3,800 +11	+0.3%	+$826	0.17%	42
2024 Q4	$266K	Buy	3,789 +10	+0.3%	+$683	0.16%	43
2024 Q3	$213K	Buy	3,779 +13	+0.3%	+$735	0.14%	41
2024 Q2	$224K	Buy	3,766 +10	+0.3%	+$590	0.15%	39
2024 Q1	$218K	Buy	+3,756	New	+$197K	0.16%	37

Other funds holding WFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

HRC Wealth Management's WFC Position: Q3 2026 in Review

HRC Wealth Management increased its Wells Fargo (WFC) stake by 0.03% in Q3 2026, buying an estimated $87 and bringing the position to 3,837 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #50.

HRC Wealth Management first reported a position in WFC in Q1 2024 and has held it in 11 quarters since. The position peaked at $357K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

HRC Wealth Management held 3,837 shares of Wells Fargo worth $307K as of Q3 2026.
HRC Wealth Management bought 1 Wells Fargo share in Q3 2026, an estimated $87.
Wells Fargo made up 0.12% of HRC Wealth Management's portfolio in Q3 2026, its #50 holding.
HRC Wealth Management first reported a position in Wells Fargo in Q1 2024 and has held it in 11 quarters since.
HRC Wealth Management's Wells Fargo position peaked at $357K in Q4 2025.
1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.