HFS
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Hughes Financial Services’s Wells Fargo WFC Stock Holding History

Hughes Financial Services’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 		$54.9K Buy
664
+129
+24% +$10.4K 0.01% 170
2026
Q1 		$42.6K Buy
535
+59
+12% +$5.07K 0.01% 179
2025
Q4 		$44.4K Sell
476
-6
-1% -$521 0.01% 166
2025
Q3 		$41.5K Buy
482
+12
+3% +$973 0.01% 172
2025
Q2 		$36.5K Sell
470
-20
-4% -$1.44K 0.01% 172
2025
Q1 		$34.9K Buy
+490
New +$36.8K 0.01% 175

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
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Hughes Financial Services's WFC Position: Q2 2026 in Review

Hughes Financial Services increased its Wells Fargo (WFC) stake by 24% in Q2 2026, buying an estimated $10.4K and bringing the position to 664 shares worth $54.9K. The position accounts for 0.01% of the portfolio, ranked #170.

Hughes Financial Services first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Hughes Financial Services held 664 shares of Wells Fargo worth $54.9K as of Q2 2026.
  • Hughes Financial Services bought 129 Wells Fargo shares in Q2 2026, an estimated $10.4K.
  • Wells Fargo made up 0.01% of Hughes Financial Services's portfolio in Q2 2026, its #170 holding.
  • Hughes Financial Services first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.