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Olistico Wealth’s Wells Fargo WFC Stock Holding History

Olistico Wealth’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 		$4.54K Hold
55
– – ﹤0.01% 288
2026
Q1 		$4.38K Hold
55
– – ﹤0.01% 297
2025
Q4 		$5.13K Buy
+55
New +$4.78K ﹤0.01% 285
2025
Q3 		– Sell
-55
Closed -$4.41K – 345
2025
Q2 		$4.41K Hold
55
– – ﹤0.01% 302
2025
Q1 		$3.95K Hold
55
– – ﹤0.01% 284
2024
Q4 		$3.86K Hold
55
– – ﹤0.01% 275
2024
Q3 		$3.11K Buy
+55
New +$3.11K ﹤0.01% 282

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

Olistico Wealth's WFC Position: Q2 2026 in Review

Olistico Wealth held its Wells Fargo (WFC) position steady in Q2 2026 at 55 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Olistico Wealth first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.13K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Olistico Wealth held 55 shares of Wells Fargo worth $4.54K as of Q2 2026.
  • Olistico Wealth left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #288 holding.
  • Olistico Wealth first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
  • Olistico Wealth's Wells Fargo position peaked at $5.13K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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