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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HRC Wealth Management's WFC Position: Q2 2026 in Review

HRC Wealth Management increased its Wells Fargo (WFC) stake by 0.03% in Q2 2026, buying an estimated $80 and bringing the position to 3,836 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #47.

HRC Wealth Management first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $357K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

HRC Wealth Management held 3,836 shares of Wells Fargo worth $317K as of Q2 2026.
HRC Wealth Management bought 1 Wells Fargo share in Q2 2026, an estimated $80.
Wells Fargo made up 0.13% of HRC Wealth Management's portfolio in Q2 2026, its #47 holding.
HRC Wealth Management first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
HRC Wealth Management's Wells Fargo position peaked at $357K in Q4 2025.
1,061 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.