Iams Wealth Management
WFC icon

Iams Wealth Management’s Wells Fargo WFC Stock Holding History

Iams 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 		$2.43M Sell
30,400
-4,609
-13% -$399K 0.71% 36
2026
Q2 		$2.89M Buy
35,009
+2,311
+7% +$186K 0.87% 34
2026
Q1 		$2.6M Buy
32,698
+5,124
+19% +$440K 0.91% 32
2025
Q4 		$2.57M Sell
27,574
-2,956
-10% -$257K 0.93% 28
2025
Q3 		$2.56M Sell
30,530
-953
-3% -$77.3K 1.03% 27
2025
Q2 		$2.52M Sell
31,483
-2,528
-7% -$182K 1.16% 22
2025
Q1 		$2.44M Sell
34,011
-970
-3% -$72.8K 1.12% 26
2024
Q4 		$2.46M Sell
34,981
-164
-0.5% -$11.2K 1.12% 23
2024
Q3 		$1.99M Buy
35,145
+2,835
+9% +$160K 0.97% 30
2024
Q2 		$1.92M Sell
32,310
-3,788
-10% -$224K 1.05% 25
2024
Q1 		$1.98M Sell
36,098
-2,733
-7% -$143K 1.21% 17
2023
Q4 		$1.91M Sell
38,831
-3,176
-8% -$137K 1.24% 18
2023
Q3 		$1.72M Buy
+42,007
New +$1.81M 1.19% 24
2023
Q2 		– Sell
-36,862
Closed -$1.48M – 225
2023
Q1 		$1.38M Buy
36,862
+16,201
+78% +$706K 1.15% 23
2022
Q4 		$853K Buy
+20,661
New +$914K 0.87% 38

Other funds holding WFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Iams Wealth Management reduced its Wells Fargo (WFC) stake by 13% in Q3 2026, selling an estimated $399K and leaving 30,400 shares worth $2.43M. The position accounts for 0.71% of the portfolio, ranked #36.

Iams Wealth Management first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.89M in Q2 2026. 1,602 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Iams Wealth Management held 30,400 shares of Wells Fargo worth $2.43M as of Q3 2026.
  • Iams Wealth Management sold 4,609 Wells Fargo shares in Q3 2026, an estimated $399K.
  • Wells Fargo made up 0.71% of Iams Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Iams Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Iams Wealth Management's Wells Fargo position peaked at $2.89M in Q2 2026.
  • 1,602 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.