OFW
WFC icon

Omnia Family Wealth’s Wells Fargo WFC Stock Holding History

Omnia Family 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 		$397K Buy
4,805
+1,435
+43% +$115K 0.11% 60
2026
Q1 		$268K Sell
3,370
-1,070
-24% -$91.9K 0.08% 71
2025
Q4 		$414K Hold
4,440
– – 0.12% 59
2025
Q3 		$372K Buy
4,440
+91
+2% +$7.38K 0.12% 62
2025
Q2 		$348K Buy
4,349
+360
+9% +$26K 0.13% 58
2025
Q1 		$286K Buy
+3,989
New +$299K 0.12% 65
2020
Q1 		– Sell
-7,417
Closed -$399K – 94
2019
Q4 		$399K Buy
7,417
+230
+3% +$12K 0.18% 59
2019
Q3 		$363K Buy
7,187
+274
+4% +$12.9K 0.26% 55
2019
Q2 		$327K Sell
6,913
-136
-2% -$6.36K 0.16% 64
2019
Q1 		$341K Hold
7,049
– – 0.17% 60
2018
Q4 		$325K Sell
7,049
-480
-6% -$24.6K 0.18% 61
2018
Q3 		$396K Buy
7,529
+580
+8% +$33.1K 0.18% 52
2018
Q2 		$385K Sell
6,949
-656
-9% -$35.1K 0.18% 51
2018
Q1 		$399K Buy
7,605
+882
+13% +$52.4K 0.18% 47
2017
Q4 		$408K Buy
6,723
+626
+10% +$35.4K 0.19% 49
2017
Q3 		$336K Sell
6,097
-80
-1% -$4.25K 0.16% 53
2017
Q2 		$342K Sell
6,177
-315
-5% -$16.9K 0.16% 52
2017
Q1 		$361K Sell
6,492
-678
-9% -$38.5K 0.18% 53
2016
Q4 		$395K Buy
+7,170
New +$361K 0.2% 53

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Omnia Family Wealth's WFC Position: Q2 2026 in Review

Omnia Family Wealth increased its Wells Fargo (WFC) stake by 43% in Q2 2026, buying an estimated $115K and bringing the position to 4,805 shares worth $397K. The position accounts for 0.11% of the portfolio, ranked #60.

Omnia Family Wealth first reported a position in WFC in Q4 2016 and has held it in 19 quarters since. The position peaked at $414K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Omnia Family Wealth held 4,805 shares of Wells Fargo worth $397K as of Q2 2026.
  • Omnia Family Wealth bought 1,435 Wells Fargo shares in Q2 2026, an estimated $115K.
  • Wells Fargo made up 0.11% of Omnia Family Wealth's portfolio in Q2 2026, its #60 holding.
  • Omnia Family Wealth first reported a position in Wells Fargo in Q4 2016 and has held it in 19 quarters since.
  • Omnia Family Wealth's Wells Fargo position peaked at $414K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.