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Park Edge Advisors’s Wells Fargo WFC Stock Holding History

Park Edge Advisors’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 		$1.52M Buy
18,408
+2,131
+13% +$171K 0.32% 60
2026
Q1 		$1.3M Buy
+16,277
New +$1.4M 0.3% 61

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

Park Edge Advisors's WFC Position: Q2 2026 in Review

Park Edge Advisors increased its Wells Fargo (WFC) stake by 13% in Q2 2026, buying an estimated $171K and bringing the position to 18,408 shares worth $1.52M. The position accounts for 0.32% of the portfolio, ranked #60.

Park Edge Advisors first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Park Edge Advisors held 18,408 shares of Wells Fargo worth $1.52M as of Q2 2026.
  • Park Edge Advisors bought 2,131 Wells Fargo shares in Q2 2026, an estimated $171K.
  • Wells Fargo made up 0.32% of Park Edge Advisors's portfolio in Q2 2026, its #60 holding.
  • Park Edge Advisors first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.