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 Q3	$217K	Sell	2,710 -180	-6%	-$15.6K	0.05%	306
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Independent Wealth Network's WFC Position: Q3 2026 in Review

Independent Wealth Network reduced its Wells Fargo (WFC) stake by 6.2% in Q3 2026, selling an estimated $15.6K and leaving 2,710 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #306.

Independent Wealth Network first reported a position in WFC in Q3 2021 and has held it in 10 quarters since. The position peaked at $266K in Q4 2025. 2,084 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Independent Wealth Network held 2,710 shares of Wells Fargo worth $217K as of Q3 2026.
Independent Wealth Network sold 180 Wells Fargo shares in Q3 2026, an estimated $15.6K.
Wells Fargo made up 0.05% of Independent Wealth Network's portfolio in Q3 2026, its #306 holding.
Independent Wealth Network first reported a position in Wells Fargo in Q3 2021 and has held it in 10 quarters since.
Independent Wealth Network's Wells Fargo position peaked at $266K in Q4 2025.
2,084 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.