NWM
WFC icon

Nova Wealth Management’s Wells Fargo WFC Stock Holding History

Nova 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 		$43.3K Sell
525
-45
-8% -$3.62K 0.02% 237
2026
Q1 		$45.4K Buy
570
+192
+51% +$16.5K 0.03% 211
2025
Q4 		$35.2K Sell
378
-50
-12% -$4.34K 0.02% 232
2025
Q3 		$35.9K Hold
428
– – 0.03% 240
2025
Q2 		$34.3K Buy
428
+227
+113% +$16.4K 0.03% 254
2025
Q1 		$14.4K Buy
201
+88
+78% +$6.61K 0.01% 310
2024
Q4 		$7.94K Buy
+113
New +$7.71K 0.01% 274

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
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

Nova Wealth Management's WFC Position: Q2 2026 in Review

Nova Wealth Management reduced its Wells Fargo (WFC) stake by 7.9% in Q2 2026, selling an estimated $3.62K and leaving 525 shares worth $43.3K. The position accounts for 0.02% of the portfolio, ranked #237.

Nova Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.4K in Q1 2026. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Nova Wealth Management held 525 shares of Wells Fargo worth $43.3K as of Q2 2026.
  • Nova Wealth Management sold 45 Wells Fargo shares in Q2 2026, an estimated $3.62K.
  • Wells Fargo made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Nova Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Wells Fargo position peaked at $45.4K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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