Olistico Wealth
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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
Q3 		$4.4K Hold
55
– – ﹤0.01% 308
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Olistico Wealth's WFC Position: Q3 2026 in Review

Olistico Wealth held its Wells Fargo (WFC) position steady in Q3 2026 at 55 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Olistico Wealth first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.13K in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Olistico Wealth held 55 shares of Wells Fargo worth $4.4K as of Q3 2026.
  • Olistico Wealth left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #308 holding.
  • Olistico Wealth first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Wells Fargo position peaked at $5.13K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.