Prentice Wealth Management’s Wells Fargo WFC Stock Holding History

Prentice 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 Q2	$765K	Sell	9,259 -34	-0.4%	-$2.73K	0.16%	65
2026 Q1	$740K	Sell	9,293 -82	-0.9%	-$7.04K	0.17%	66
2025 Q4	$874K	Buy	9,375 +551	+6%	+$47.8K	0.2%	59
2025 Q3	$740K	Sell	8,824 -218	-2%	-$17.7K	0.18%	61
2025 Q2	$724K	Sell	9,042 -545	-6%	-$39.3K	0.19%	60
2025 Q1	$688K	Buy	9,587 +161	+2%	+$12.1K	0.2%	62
2024 Q4	$662K	Buy	9,426 +422	+5%	+$28.8K	0.19%	62
2024 Q3	$509K	Sell	9,004 -422	-4%	-$23.9K	0.15%	78
2024 Q2	$560K	Buy	9,426 +184	+2%	+$10.9K	0.18%	65
2024 Q1	$536K	Buy	9,242 +626	+7%	+$32.8K	0.19%	72
2023 Q4	$424K	Buy	8,616 +165	+2%	+$7.12K	0.17%	76
2023 Q3	$345K	Buy	8,451 +84	+1%	+$3.63K	0.16%	80
2023 Q2	$357K	Buy	8,367 +1,352	+19%	+$54.4K	0.16%	78
2023 Q1	$262K	Buy	7,015 +916	+15%	+$39.9K	0.13%	88
2022 Q4	$252K	Buy	6,099 +669	+12%	+$29.6K	0.13%	86
2022 Q3	$219K	Buy	+5,430	New	+$233K	0.12%	88
2021 Q4	–	Sell	-3,051	Closed	-$142K	–	316
2021 Q3	$142K	Hold	3,051	–	–	0.07%	119
2021 Q2	$138K	Hold	3,051	–	–	0.07%	121
2021 Q1	$119K	Buy	+3,051	New	+$108K	0.07%	123

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

Prentice Wealth Management's WFC Position: Q2 2026 in Review

Prentice Wealth Management reduced its Wells Fargo (WFC) stake by 0.37% in Q2 2026, selling an estimated $2.73K and leaving 9,259 shares worth $765K. The position accounts for 0.16% of the portfolio, ranked #65.

Prentice Wealth Management first reported a position in WFC in Q1 2021 and has held it in 19 quarters since. The position peaked at $874K in Q4 2025. 595 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Prentice Wealth Management held 9,259 shares of Wells Fargo worth $765K as of Q2 2026.
Prentice Wealth Management sold 34 Wells Fargo shares in Q2 2026, an estimated $2.73K.
Wells Fargo made up 0.16% of Prentice Wealth Management's portfolio in Q2 2026, its #65 holding.
Prentice Wealth Management first reported a position in Wells Fargo in Q1 2021 and has held it in 19 quarters since.
Prentice Wealth Management's Wells Fargo position peaked at $874K in Q4 2025.
595 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.