Juncture Wealth Strategies’s Wells Fargo WFC Stock Holding History

Juncture Wealth Strategies’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	$260K	Hold	3,148	–	–	0.07%	161
2026 Q1	$251K	Sell	3,148 -2	-0.1%	-$172	0.08%	119
2025 Q4	$294K	Hold	3,150	–	–	0.1%	106
2025 Q3	$264K	Sell	3,150 -500	-14%	-$40.5K	0.09%	115
2025 Q2	$292K	Hold	3,650	–	–	0.1%	101
2025 Q1	$262K	Hold	3,650	–	–	0.1%	110
2024 Q4	$256K	Buy	+3,650	New	+$249K	0.1%	113
2024 Q3	–	Sell	-3,430	Closed	-$204K	–	128
2024 Q2	$204K	Buy	+3,430	New	+$202K	0.09%	111
2023 Q1	–	Sell	-5,160	Closed	-$213K	–	123
2022 Q4	$213K	Buy	+5,160	New	+$228K	0.1%	107

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Juncture Wealth Strategies's WFC Position: Q2 2026 in Review

Juncture Wealth Strategies held its Wells Fargo (WFC) position steady in Q2 2026 at 3,148 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #161.

Juncture Wealth Strategies first reported a position in WFC in Q4 2022 and has held it in 9 quarters since. The position peaked at $294K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Juncture Wealth Strategies held 3,148 shares of Wells Fargo worth $260K as of Q2 2026.
Juncture Wealth Strategies left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.07% of Juncture Wealth Strategies's portfolio in Q2 2026, its #161 holding.
Juncture Wealth Strategies first reported a position in Wells Fargo in Q4 2022 and has held it in 9 quarters since.
Juncture Wealth Strategies's Wells Fargo position peaked at $294K in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.