IMG Wealth Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.3K Buy
+222
New +$17.8K 0.01% 253
2026
Q1
Sell
-1,124
Closed -$105K 622
2025
Q4
$105K Buy
1,124
+184
+20% +$16K 0.07% 130
2025
Q3
$78.8K Hold
940
0.05% 133
2025
Q2
$75.3K Buy
+940
New +$67.8K 0.06% 132

Other funds holding WFC

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

IMG Wealth Management opened a new position in Wells Fargo (WFC) in Q2 2026: 222 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #253 among its holdings. This is a return to the name: IMG Wealth Management previously reported a position in WFC as recently as Q4 2025.

IMG Wealth Management first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $105K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • IMG Wealth Management held 222 shares of Wells Fargo worth $18.3K as of Q2 2026.
  • Wells Fargo was a new IMG Wealth Management position in Q2 2026.
  • Wells Fargo made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #253 holding.
  • IMG Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Wells Fargo position peaked at $105K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.