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Montz Harcus Wealth Management’s Wells Fargo WFC Stock Holding History

Montz Harcus 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 		$201K Sell
2,436
-221
-8% -$17.8K 0.07% 99
2026
Q1 		$212K Sell
2,657
-179
-6% -$15.4K 0.09% 86
2025
Q4 		$264K Buy
2,836
+60
+2% +$5.21K 0.11% 73
2025
Q3 		$233K Buy
2,776
+11
+0.4% +$892 0.1% 78
2025
Q2 		$222K Buy
+2,765
New +$199K 0.11% 79

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Montz Harcus Wealth Management's WFC Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its Wells Fargo (WFC) stake by 8.3% in Q2 2026, selling an estimated $17.8K and leaving 2,436 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #99.

Montz Harcus Wealth Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $264K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Montz Harcus Wealth Management held 2,436 shares of Wells Fargo worth $201K as of Q2 2026.
  • Montz Harcus Wealth Management sold 221 Wells Fargo shares in Q2 2026, an estimated $17.8K.
  • Wells Fargo made up 0.07% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Montz Harcus Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Montz Harcus Wealth Management's Wells Fargo position peaked at $264K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.