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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
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Instrumental Wealth's WFC Position: Q2 2026 in Review

Instrumental Wealth reduced its Wells Fargo (WFC) stake by 3.4% in Q2 2026, selling an estimated $7.39K and leaving 2,612 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #85.

Instrumental Wealth first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $237K in Q4 2025. 926 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Instrumental Wealth held 2,612 shares of Wells Fargo worth $216K as of Q2 2026.
  • Instrumental Wealth sold 92 Wells Fargo shares in Q2 2026, an estimated $7.39K.
  • Wells Fargo made up 0.11% of Instrumental Wealth's portfolio in Q2 2026, its #85 holding.
  • Instrumental Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Instrumental Wealth's Wells Fargo position peaked at $237K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.