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 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

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

Next Level Private's WFC Position: Q2 2026 in Review

Next Level Private increased its Wells Fargo (WFC) stake by 0.65% in Q2 2026, buying an estimated $2.09K and bringing the position to 4,057 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #136.

Next Level Private first reported a position in WFC in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.54M in Q2 2022. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Next Level Private held 4,057 shares of Wells Fargo worth $335K as of Q2 2026.
Next Level Private bought 26 Wells Fargo shares in Q2 2026, an estimated $2.09K.
Wells Fargo made up 0.07% of Next Level Private's portfolio in Q2 2026, its #136 holding.
Next Level Private first reported a position in Wells Fargo in Q2 2022 and has held it in 7 quarters since.
Next Level Private's Wells Fargo position peaked at $1.54M in Q2 2022.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.