Pines Wealth Management
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Pines Wealth Management’s Wells Fargo WFC Stock Holding History

Pines Wealth Management’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 		$650K Sell
8,122
-528
-6% -$45.7K 0.18% 113
2026
Q2 		$715K Buy
8,650
+126
+1% +$10.1K 0.21% 110
2026
Q1 		$679K Buy
8,524
+812
+11% +$69.7K 0.22% 109
2025
Q4 		$719K Sell
7,712
-207
-3% -$18K 0.23% 103
2025
Q3 		$664K Sell
7,919
-770
-9% -$62.4K 0.22% 103
2025
Q2 		$726K Buy
8,689
+2,263
+35% +$163K 0.26% 95
2025
Q1 		$399K Sell
6,426
-338
-5% -$25.4K 0.18% 126
2024
Q4 		$473K Buy
+6,764
New +$462K 0.21% 120

Other funds holding WFC

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pines Wealth Management's WFC Position: Q3 2026 in Review

Pines Wealth Management reduced its Wells Fargo (WFC) stake by 6.1% in Q3 2026, selling an estimated $45.7K and leaving 8,122 shares worth $650K. The position accounts for 0.18% of the portfolio, ranked #113.

Pines Wealth Management first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $726K in Q2 2025. 1,069 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Pines Wealth Management held 8,122 shares of Wells Fargo worth $650K as of Q3 2026.
  • Pines Wealth Management sold 528 Wells Fargo shares in Q3 2026, an estimated $45.7K.
  • Wells Fargo made up 0.18% of Pines Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Pines Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • Pines Wealth Management's Wells Fargo position peaked at $726K in Q2 2025.
  • 1,069 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.