Independent Wealth Network’s Wells Fargo WFC Stock Holding History

Independent Wealth Network’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	$239K	Sell	2,890 -2	-0.1%	-$161	0.06%	279
2026 Q1	$230K	Buy	2,892 +34	+1%	+$2.92K	0.07%	261
2025 Q4	$266K	Buy	2,858 +5	+0.2%	+$434	0.08%	222
2025 Q3	$239K	Buy	2,853 +10	+0.4%	+$811	0.08%	235
2025 Q2	$228K	Buy	2,843 +54	+2%	+$3.89K	0.08%	232
2025 Q1	$200K	Sell	2,789 -106	-4%	-$7.96K	0.08%	233
2024 Q4	$203K	Buy	+2,895	New	+$198K	0.08%	227
2024 Q2	–	Sell	-3,679	Closed	-$213K	–	230
2024 Q1	$213K	Buy	+3,679	New	+$192K	0.1%	197
2021 Q4	–	Sell	-3,940	Closed	-$205K	–	233
2021 Q3	$205K	Buy	+3,940	New	+$182K	0.13%	185

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Independent Wealth Network's WFC Position: Q2 2026 in Review

Independent Wealth Network reduced its Wells Fargo (WFC) stake by 0.07% in Q2 2026, selling an estimated $161 and leaving 2,890 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #279.

Independent Wealth Network first reported a position in WFC in Q3 2021 and has held it in 9 quarters since. The position peaked at $266K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Independent Wealth Network held 2,890 shares of Wells Fargo worth $239K as of Q2 2026.
Independent Wealth Network sold 2 Wells Fargo shares in Q2 2026, an estimated $161.
Wells Fargo made up 0.06% of Independent Wealth Network's portfolio in Q2 2026, its #279 holding.
Independent Wealth Network first reported a position in Wells Fargo in Q3 2021 and has held it in 9 quarters since.
Independent Wealth Network's Wells Fargo position peaked at $266K in Q4 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.