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Portside Wealth Group’s Wells Fargo WFC Stock Holding History

Portside Wealth Group’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 		$4.11M Buy
49,762
+1,148
+2% +$92.3K 0.48% 46
2026
Q1 		$3.87M Sell
48,614
-5,436
-10% -$467K 0.52% 42
2025
Q4 		$5.04M Sell
54,050
-1,048
-2% -$91K 0.68% 27
2025
Q3 		$4.62M Buy
55,098
+2,163
+4% +$175K 0.64% 28
2025
Q2 		$4.24M Buy
52,935
+1,745
+3% +$126K 0.63% 38
2025
Q1 		$3.67M Sell
51,190
-5,398
-10% -$405K 0.6% 46
2024
Q4 		$3.97M Sell
56,588
-466
-0.8% -$31.8K 0.66% 41
2024
Q3 		$3.22M Sell
57,054
-3,022
-5% -$171K 0.55% 48
2024
Q2 		$3.57M Sell
60,076
-4,488
-7% -$265K 0.68% 35
2024
Q1 		$3.74M Sell
64,564
-8,226
-11% -$430K 0.69% 34
2023
Q4 		$3.58M Sell
72,790
-6,419
-8% -$277K 0.67% 37
2023
Q3 		$3.24M Buy
79,209
+38,347
+94% +$1.66M 0.61% 42
2023
Q2 		$1.74M Buy
+40,862
New +$1.64M 0.32% 82

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Portside Wealth Group's WFC Position: Q2 2026 in Review

Portside Wealth Group increased its Wells Fargo (WFC) stake by 2.4% in Q2 2026, buying an estimated $92.3K and bringing the position to 49,762 shares worth $4.11M. The position accounts for 0.48% of the portfolio, ranked #46.

Portside Wealth Group first reported a position in WFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.04M in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Portside Wealth Group held 49,762 shares of Wells Fargo worth $4.11M as of Q2 2026.
  • Portside Wealth Group bought 1,148 Wells Fargo shares in Q2 2026, an estimated $92.3K.
  • Wells Fargo made up 0.48% of Portside Wealth Group's portfolio in Q2 2026, its #46 holding.
  • Portside Wealth Group first reported a position in Wells Fargo in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Wells Fargo position peaked at $5.04M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.