Myriad Asset Management US’s Wells Fargo WFC Stock Holding History

Myriad Asset Management US’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	$355K	Sell	4,290 -248	-5%	-$19.9K	0.49%	45
2026 Q1	$361K	Buy	4,538 +506	+13%	+$43.5K	0.54%	31
2025 Q4	$376K	Sell	4,032 -10,368	-72%	-$900K	0.63%	37
2025 Q3	$1.21M	Buy	+14,400	New	+$1.17M	0.66%	32
2025 Q1	–	Sell	-21,997	Closed	-$1.55M	–	71
2024 Q4	$1.55M	Buy	+21,997	New	+$1.5M	1.04%	28
2023 Q4	$13.9M	Buy	+281,600	New	+$12.2M	7.68%	4

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 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

Myriad Asset Management US's WFC Position: Q2 2026 in Review

Myriad Asset Management US reduced its Wells Fargo (WFC) stake by 5.5% in Q2 2026, selling an estimated $19.9K and leaving 4,290 shares worth $355K. The position accounts for 0.49% of the portfolio, ranked #45.

Myriad Asset Management US first reported a position in WFC in Q4 2023 and has held it in 6 quarters since. The position peaked at $13.9M in Q4 2023. 644 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Myriad Asset Management US held 4,290 shares of Wells Fargo worth $355K as of Q2 2026.
Myriad Asset Management US sold 248 Wells Fargo shares in Q2 2026, an estimated $19.9K.
Wells Fargo made up 0.49% of Myriad Asset Management US's portfolio in Q2 2026, its #45 holding.
Myriad Asset Management US first reported a position in Wells Fargo in Q4 2023 and has held it in 6 quarters since.
Myriad Asset Management US's Wells Fargo position peaked at $13.9M in Q4 2023.
644 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Myriad Asset Management US's 13F filing for Q2 2026, filed 20 Jul 2026.