IF
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Intrua Financial’s Wells Fargo WFC Stock Holding History

Intrua Financial’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 		$553K Sell
6,691
-25
-0.4% -$2.01K 0.05% 267
2026
Q1 		$535K Sell
6,716
-706
-10% -$60.6K 0.06% 251
2025
Q4 		$692K Buy
7,422
+863
+13% +$74.9K 0.07% 197
2025
Q3 		$550K Sell
6,559
-8
-0.1% -$649 0.06% 232
2025
Q2 		$526K Buy
6,567
+430
+7% +$31K 0.07% 197
2025
Q1 		$441K Sell
6,137
-964
-14% -$72.4K 0.06% 223
2024
Q4 		$499K Sell
7,101
-4,243
-37% -$290K 0.08% 195
2024
Q3 		$641K Sell
11,344
-5,651
-33% -$320K 0.1% 181
2024
Q2 		$1.01M Buy
16,995
+2,953
+21% +$174K 0.15% 124
2024
Q1 		$814K Sell
14,042
-3,581
-20% -$187K 0.12% 164
2023
Q4 		$867K Buy
17,623
+992
+6% +$42.8K 0.13% 152
2023
Q3 		$680K Sell
16,631
-767
-4% -$33.1K 0.12% 156
2023
Q2 		$743K Buy
17,398
+6,619
+61% +$266K 0.13% 148
2023
Q1 		$404K Buy
10,779
+1,039
+11% +$45.3K 0.08% 209
2022
Q4 		$418K Sell
9,740
-2,107
-18% -$93.3K 0.1% 205
2022
Q3 		$476K Buy
11,847
+796
+7% +$34.2K 0.13% 169
2022
Q2 		$433K Sell
11,051
-123
-1% -$5.4K 0.09% 234
2022
Q1 		$541K Buy
11,174
+1,314
+13% +$70.3K 0.1% 215
2021
Q4 		$473K Sell
9,860
-149
-1% -$7.34K 0.08% 227
2021
Q3 		$501K Buy
+10,009
New +$463K 0.09% 213

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Intrua Financial's WFC Position: Q2 2026 in Review

Intrua Financial reduced its Wells Fargo (WFC) stake by 0.37% in Q2 2026, selling an estimated $2.01K and leaving 6,691 shares worth $553K. The position accounts for 0.05% of the portfolio, ranked #267.

Intrua Financial first reported a position in WFC in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.01M in Q2 2024. 1,003 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Intrua Financial held 6,691 shares of Wells Fargo worth $553K as of Q2 2026.
  • Intrua Financial sold 25 Wells Fargo shares in Q2 2026, an estimated $2.01K.
  • Wells Fargo made up 0.05% of Intrua Financial's portfolio in Q2 2026, its #267 holding.
  • Intrua Financial first reported a position in Wells Fargo in Q3 2021 and has held it in 20 quarters since.
  • Intrua Financial's Wells Fargo position peaked at $1.01M in Q2 2024.
  • 1,003 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.