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Paragon Private Wealth Management’s Wells Fargo WFC Stock Holding History

Paragon Private 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 		$253K Sell
3,062
-601
-16% -$48.3K 0.07% 203
2026
Q1 		$292K Sell
3,663
-294
-7% -$25.3K 0.09% 186
2025
Q4 		$369K Buy
3,957
+407
+11% +$35.3K 0.11% 159
2025
Q3 		$298K Buy
+3,550
New +$288K 0.1% 182

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

Paragon Private Wealth Management's WFC Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $48.3K and leaving 3,062 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #203.

Paragon Private Wealth Management first reported a position in WFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $369K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Paragon Private Wealth Management held 3,062 shares of Wells Fargo worth $253K as of Q2 2026.
  • Paragon Private Wealth Management sold 601 Wells Fargo shares in Q2 2026, an estimated $48.3K.
  • Wells Fargo made up 0.07% of Paragon Private Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Paragon Private Wealth Management first reported a position in Wells Fargo in Q3 2025 and has held it in 4 quarters since.
  • Paragon Private Wealth Management's Wells Fargo position peaked at $369K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.