PWC
WFC icon

Pathfinder Wealth Consulting’s Wells Fargo WFC Stock Holding History

Pathfinder Wealth Consulting’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
-9,201
Closed -$732K – 157
2026
Q1 		$732K Sell
9,201
-915
-9% -$78.6K 0.47% 54
2025
Q4 		$943K Buy
+10,116
New +$878K 0.6% 42

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

Pathfinder Wealth Consulting's WFC Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 9,201 shares — an estimated $732K sold.

Pathfinder Wealth Consulting first reported a position in WFC in Q4 2025 and held it in 2 quarters. The position peaked at $943K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 9,201 Wells Fargo shares in Q2 2026, an estimated $732K.
  • Pathfinder Wealth Consulting first reported a position in Wells Fargo in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Wells Fargo position peaked at $943K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.