Petros Family Wealth’s Wells Fargo WFC Stock Holding History

Petros Family Wealth’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	$416K	Sell	5,037 -316	-6%	-$25.4K	0.25%	80
2026 Q1	$426K	Sell	5,353 -1,223	-19%	-$105K	0.3%	72
2025 Q4	$613K	Buy	6,576 +818	+14%	+$71K	0.41%	68
2025 Q3	$483K	Buy	5,758 +4	+0.1%	+$324	0.4%	69
2025 Q2	$461K	Sell	5,754 -1,098	-16%	-$79.2K	0.42%	71
2025 Q1	$492K	Buy	6,852 +295	+4%	+$22.1K	0.54%	55
2024 Q4	$461K	Buy	+6,557	New	+$448K	0.5%	57

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

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Petros Family Wealth's WFC Position: Q2 2026 in Review

Petros Family Wealth reduced its Wells Fargo (WFC) stake by 5.9% in Q2 2026, selling an estimated $25.4K and leaving 5,037 shares worth $416K. The position accounts for 0.25% of the portfolio, ranked #80.

Petros Family Wealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $613K in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Petros Family Wealth held 5,037 shares of Wells Fargo worth $416K as of Q2 2026.
Petros Family Wealth sold 316 Wells Fargo shares in Q2 2026, an estimated $25.4K.
Wells Fargo made up 0.25% of Petros Family Wealth's portfolio in Q2 2026, its #80 holding.
Petros Family Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's Wells Fargo position peaked at $613K in Q4 2025.
988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.