Park Edge Advisors
WFC icon

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
Q3 		– Sell
-18,408
Closed -$1.52M – 171
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Park Edge Advisors's WFC Position: Q3 2026 in Review

Park Edge Advisors sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 18,408 shares — an estimated $1.52M sold.

Park Edge Advisors first reported a position in WFC in Q1 2026 and held it in 2 quarters. The position peaked at $1.52M in Q2 2026. 1,879 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Park Edge Advisors reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • Park Edge Advisors sold 18,408 Wells Fargo shares in Q3 2026, an estimated $1.52M.
  • Park Edge Advisors first reported a position in Wells Fargo in Q1 2026 and held it in 2 quarters.
  • Park Edge Advisors's Wells Fargo position peaked at $1.52M in Q2 2026.
  • 1,879 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.