Instrumental Wealth’s Wells Fargo WFC Stock Holding History

Instrumental Wealth’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	$201K	Sell	2,517 -95	-4%	-$8.22K	0.1%	86
2026 Q2	$216K	Sell	2,612 -92	-3%	-$7.39K	0.11%	85
2026 Q1	$215K	Sell	2,704 -36	-1%	-$3.09K	0.13%	67
2025 Q4	$237K	Buy	2,740 +105	+4%	+$9.12K	0.14%	58
2025 Q3	$227K	Buy	+2,635	New	+$214K	0.16%	62
2025 Q2	–	Sell	-2,963	Closed	-$207K	–	62
2025 Q1	$207K	Sell	2,963 -49	-2%	-$3.68K	0.19%	52
2024 Q4	$233K	Buy	+3,012	New	+$206K	0.22%	44

Other funds holding WFC

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

Instrumental Wealth's WFC Position: Q3 2026 in Review

Instrumental Wealth reduced its Wells Fargo (WFC) stake by 3.6% in Q3 2026, selling an estimated $8.22K and leaving 2,517 shares worth $201K. The position accounts for 0.1% of the portfolio, ranked #86.

Instrumental Wealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $237K in Q4 2025. 1,225 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Instrumental Wealth held 2,517 shares of Wells Fargo worth $201K as of Q3 2026.
Instrumental Wealth sold 95 Wells Fargo shares in Q3 2026, an estimated $8.22K.
Wells Fargo made up 0.1% of Instrumental Wealth's portfolio in Q3 2026, its #86 holding.
Instrumental Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Instrumental Wealth's Wells Fargo position peaked at $237K in Q4 2025.
1,225 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.