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McGlone Suttner Wealth Management’s Wells Fargo WFC Stock Holding History

McGlone Suttner 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 		$1.24M Buy
15,052
+458
+3% +$36.8K 0.15% 72
2026
Q1 		$1.16M Buy
14,594
+535
+4% +$46K 0.15% 71
2025
Q4 		$1.31M Buy
14,059
+803
+6% +$69.7K 0.18% 60
2025
Q3 		$1.11M Buy
13,256
+281
+2% +$22.8K 0.16% 67
2025
Q2 		$1.04M Buy
12,975
+424
+3% +$30.6K 0.16% 68
2025
Q1 		$901K Buy
12,551
+4,201
+50% +$315K 0.15% 74
2024
Q4 		$586K Buy
8,350
+3,262
+64% +$223K 0.1% 91
2024
Q3 		$287K Sell
5,088
-809
-14% -$45.8K 0.06% 138
2024
Q2 		$290K Buy
5,897
+625
+12% +$36.9K 0.06% 122
2024
Q1 		$306K Sell
5,272
-625
-11% -$32.7K 0.06% 134
2023
Q4 		$290K Buy
5,897
+13
+0.2% +$561 0.06% 122
2023
Q3 		$240K Buy
5,884
+13
+0.2% +$561 0.06% 125
2023
Q2 		$251K Buy
5,871
+11
+0.2% +$443 0.06% 126
2023
Q1 		$219K Sell
5,860
-136
-2% -$5.93K 0.06% 132
2022
Q4 		$248K Buy
+5,996
New +$265K 0.08% 111

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

McGlone Suttner Wealth Management's WFC Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Wells Fargo (WFC) stake by 3.1% in Q2 2026, buying an estimated $36.8K and bringing the position to 15,052 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #72.

McGlone Suttner Wealth Management first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • McGlone Suttner Wealth Management held 15,052 shares of Wells Fargo worth $1.24M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 458 Wells Fargo shares in Q2 2026, an estimated $36.8K.
  • Wells Fargo made up 0.15% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #72 holding.
  • McGlone Suttner Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Wells Fargo position peaked at $1.31M in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.