Portside Wealth Group
WFC icon

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
Q3 		$4M Buy
49,958
+196
+0.4% +$17K 0.44% 49
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

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Portside Wealth Group's WFC Position: Q3 2026 in Review

Portside Wealth Group increased its Wells Fargo (WFC) stake by 0.39% in Q3 2026, buying an estimated $17K and bringing the position to 49,958 shares worth $4M. The position accounts for 0.44% of the portfolio, ranked #49.

Portside Wealth Group first reported a position in WFC in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.04M in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Portside Wealth Group held 49,958 shares of Wells Fargo worth $4M as of Q3 2026.
  • Portside Wealth Group bought 196 Wells Fargo shares in Q3 2026, an estimated $17K.
  • Wells Fargo made up 0.44% of Portside Wealth Group's portfolio in Q3 2026, its #49 holding.
  • Portside Wealth Group first reported a position in Wells Fargo in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's Wells Fargo position peaked at $5.04M in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.