Integris Wealth Management
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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
Q3 		$206K Sell
2,570
-358
-12% -$31K 0.04% 132
2026
Q2 		$242K Buy
+2,928
New +$235K 0.05% 121

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Integris Wealth Management's WFC Position: Q3 2026 in Review

Integris Wealth Management reduced its Wells Fargo (WFC) stake by 12% in Q3 2026, selling an estimated $31K and leaving 2,570 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #132.

Integris Wealth Management first reported a position in WFC in Q2 2026 and has held it in 2 quarters since. The position peaked at $242K in Q2 2026. 770 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Integris Wealth Management held 2,570 shares of Wells Fargo worth $206K as of Q3 2026.
  • Integris Wealth Management sold 358 Wells Fargo shares in Q3 2026, an estimated $31K.
  • Wells Fargo made up 0.04% of Integris Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Integris Wealth Management first reported a position in Wells Fargo in Q2 2026 and has held it in 2 quarters since.
  • Integris Wealth Management's Wells Fargo position peaked at $242K in Q2 2026.
  • 770 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.