Next Level Private’s Wells Fargo WFC Stock Holding History

Next Level Private’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 Q3	$395K	Buy	4,939 +882	+22%	+$76.3K	0.08%	131
2026 Q2	$335K	Buy	4,057 +26	+0.6%	+$2.09K	0.07%	136
2026 Q1	$321K	Sell	4,031 -3	-0.1%	-$258	0.07%	136
2025 Q4	$376K	Buy	4,034 +968	+32%	+$84K	0.1%	120
2025 Q3	$247K	Buy	3,066 +201	+7%	+$16.3K	0.07%	135
2025 Q2	$230K	Buy	2,865 +28	+1%	+$2.02K	0.07%	134
2025 Q1	$204K	Buy	+2,837	New	+$213K	0.08%	135
2022 Q3	–	Sell	-39,434	Closed	-$1.54M	–	178
2022 Q2	$1.54M	Buy	+39,434	New	+$1.73M	0.59%	35

Other funds holding WFC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Next Level Private's WFC Position: Q3 2026 in Review

Next Level Private increased its Wells Fargo (WFC) stake by 22% in Q3 2026, buying an estimated $76.3K and bringing the position to 4,939 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #131.

Next Level Private first reported a position in WFC in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.54M in Q2 2022. 640 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Next Level Private held 4,939 shares of Wells Fargo worth $395K as of Q3 2026.
Next Level Private bought 882 Wells Fargo shares in Q3 2026, an estimated $76.3K.
Wells Fargo made up 0.08% of Next Level Private's portfolio in Q3 2026, its #131 holding.
Next Level Private first reported a position in Wells Fargo in Q2 2022 and has held it in 8 quarters since.
Next Level Private's Wells Fargo position peaked at $1.54M in Q2 2022.
640 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.