Parkside Investments’s Wells Fargo WFC Stock Holding History

Parkside Investments’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	–	Sell	-8,000	Closed	-$637K	–	100
2026 Q1	$637K	Hold	8,000	–	–	0.08%	79
2025 Q4	$746K	Sell	8,000 -2,000	-20%	-$174K	0.09%	74
2025 Q3	$838K	Hold	10,000	–	–	0.1%	71
2025 Q2	$801K	Hold	10,000	–	–	0.11%	69
2025 Q1	$718K	Sell	10,000 -2,000	-17%	-$150K	0.11%	73
2024 Q4	$843K	Buy	+12,000	New	+$819K	0.13%	67
2018 Q4	–	Sell	-3,316	Closed	-$174K	–	167
2018 Q3	$174K	Buy	+3,316	New	+$189K	0.08%	88
2018 Q1	–	Sell	-3,316	Closed	-$201K	–	105
2017 Q4	$201K	Buy	+3,316	New	+$187K	0.1%	95

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Parkside Investments's WFC Position: Q2 2026 in Review

Parkside Investments sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 8,000 shares — an estimated $637K sold.

Parkside Investments first reported a position in WFC in Q4 2017 and held it in 8 quarters. The position peaked at $843K in Q4 2024. 1,003 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Parkside Investments reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Parkside Investments sold 8,000 Wells Fargo shares in Q2 2026, an estimated $637K.
Parkside Investments first reported a position in Wells Fargo in Q4 2017 and held it in 8 quarters.
Parkside Investments's Wells Fargo position peaked at $843K in Q4 2024.
1,003 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.