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One Wealth Capital Management’s Wells Fargo WFC Stock Holding History

One Wealth Capital 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 		$732K Buy
8,860
+4,669
+111% +$375K 0.21% 71
2026
Q1 		$342K Sell
4,191
-455
-10% -$39.1K 0.15% 73
2025
Q4 		$433K Buy
4,646
+426
+10% +$37K 0.18% 72
2025
Q3 		$354K Buy
+4,220
New +$342K 0.16% 79

Other funds holding WFC

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
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

One Wealth Capital Management's WFC Position: Q2 2026 in Review

One Wealth Capital Management increased its Wells Fargo (WFC) stake by 111% in Q2 2026, buying an estimated $375K and bringing the position to 8,860 shares worth $732K. The position accounts for 0.21% of the portfolio, ranked #71.

One Wealth Capital Management first reported a position in WFC in Q3 2025 and has held it in 4 quarters since. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • One Wealth Capital Management held 8,860 shares of Wells Fargo worth $732K as of Q2 2026.
  • One Wealth Capital Management bought 4,669 Wells Fargo shares in Q2 2026, an estimated $375K.
  • Wells Fargo made up 0.21% of One Wealth Capital Management's portfolio in Q2 2026, its #71 holding.
  • One Wealth Capital Management first reported a position in Wells Fargo in Q3 2025 and has held it in 4 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.