IWM
WFC icon

Integris Wealth Management’s Wells Fargo WFC Stock Holding History

Integris Wealth Management’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 		$242K Buy
+2,928
New +$235K 0.05% 121

Other funds holding WFC

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Integris Wealth Management opened a new position in Wells Fargo (WFC) in Q2 2026: 2,928 shares worth $242K. The stake represents 0.05% of the portfolio and ranks #121 among its holdings.

450 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Integris Wealth Management held 2,928 shares of Wells Fargo worth $242K as of Q2 2026.
  • Wells Fargo was a new Integris Wealth Management position in Q2 2026.
  • Wells Fargo made up 0.05% of Integris Wealth Management's portfolio in Q2 2026, its #121 holding.
  • 450 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.