Pines Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Pines Wealth Management's WFC Position: Q2 2026 in Review
Pines Wealth Management increased its Wells Fargo (WFC) stake by 1.5% in Q2 2026, buying an estimated $10.1K and bringing the position to 8,650 shares worth $715K. The position accounts for 0.21% of the portfolio, ranked #110.
Pines Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $726K in Q2 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Pines Wealth Management held 8,650 shares of Wells Fargo worth $715K as of Q2 2026.
- Pines Wealth Management bought 126 Wells Fargo shares in Q2 2026, an estimated $10.1K.
- Wells Fargo made up 0.21% of Pines Wealth Management's portfolio in Q2 2026, its #110 holding.
- Pines Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
- Pines Wealth Management's Wells Fargo position peaked at $726K in Q2 2025.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.