Prestige Wealth Management Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $153K | Hold |
1,852
| – | – | 0.03% | 188 |
|
|
2026
Q1 | $147K | Buy |
1,852
+189
| +11% | +$16.2K | 0.03% | 178 |
|
|
2025
Q4 | $155K | Buy |
1,663
+59
| +4% | +$5.12K | 0.03% | 177 |
|
|
2025
Q3 | $134K | Hold |
1,604
| – | – | 0.03% | 198 |
|
|
2025
Q2 | $129K | Hold |
1,604
| – | – | 0.03% | 195 |
|
|
2025
Q1 | $115K | Hold |
1,604
| – | – | 0.02% | 190 |
|
|
2024
Q4 | $113K | Hold |
1,604
| – | – | 0.02% | 192 |
|
|
2024
Q3 | $90.6K | Sell |
1,604
-9,050
| -85% | -$512K | 0.02% | 200 |
|
|
2024
Q2 | $633K | Buy |
10,654
+9,050
| +564% | +$534K | 0.14% | 75 |
|
|
2024
Q1 | $93K | Sell |
1,604
-11,041
| -87% | -$578K | 0.02% | 212 |
|
|
2023
Q4 | $622K | Buy |
12,645
+1,259
| +11% | +$54.3K | 0.14% | 72 |
|
|
2023
Q3 | $465K | Buy |
11,386
+9,623
| +546% | +$415K | 0.11% | 83 |
|
|
2023
Q2 | $75.2K | Sell |
1,763
-762
| -30% | -$30.7K | 0.02% | 231 |
|
|
2023
Q1 | $94.4K | Sell |
2,525
-130
| -5% | -$5.67K | 0.02% | 190 |
|
|
2022
Q4 | $110K | Buy |
2,655
+126
| +5% | +$5.58K | 0.03% | 183 |
|
|
2022
Q3 | $102K | Buy |
2,529
+23
| +0.9% | +$988 | 0.03% | 172 |
|
|
2022
Q2 | $98K | Sell |
2,506
-713
| -22% | -$31.3K | 0.03% | 179 |
|
|
2022
Q1 | $156K | Buy |
3,219
+13
| +0.4% | +$696 | 0.04% | 162 |
|
|
2021
Q4 | $154K | Buy |
3,206
+279
| +10% | +$13.7K | 0.04% | 161 |
|
|
2021
Q3 | $136K | Sell |
2,927
-3,508
| -55% | -$162K | 0.03% | 166 |
|
|
2021
Q2 | $291K | Buy |
6,435
+2,288
| +55% | +$102K | 0.08% | 102 |
|
|
2021
Q1 | $162K | Buy |
4,147
+1,441
| +53% | +$51K | 0.04% | 139 |
|
|
2020
Q4 | $82K | Buy |
2,706
+142
| +6% | +$3.68K | 0.02% | 196 |
|
|
2020
Q3 | $60K | Sell |
2,564
-1,905
| -43% | -$46.9K | 0.02% | 229 |
|
|
2020
Q2 | $114K | Buy |
4,469
+1,561
| +54% | +$42.7K | 0.04% | 142 |
|
|
2020
Q1 | $83K | Buy |
2,908
+469
| +19% | +$19.9K | 0.04% | 133 |
|
|
2019
Q4 | $131K | Hold |
2,439
| – | – | 0.07% | 146 |
|
|
2019
Q3 | $123K | Buy |
2,439
+1,050
| +76% | +$49.5K | 0.07% | 139 |
|
|
2019
Q2 | $66K | Hold |
1,389
| – | – | 0.04% | 179 |
|
|
2019
Q1 | $67K | Sell |
1,389
-1,202
| -46% | -$59.1K | 0.04% | 173 |
|
|
2018
Q4 | $119K | Buy |
+2,591
| New | +$133K | 0.09% | 138 |
|
Other funds holding WFC
Prestige Wealth Management Group's WFC Position: Q2 2026 in Review
Prestige Wealth Management Group held its Wells Fargo (WFC) position steady in Q2 2026 at 1,852 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #188.
Prestige Wealth Management Group first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $633K in Q2 2024. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Prestige Wealth Management Group held 1,852 shares of Wells Fargo worth $153K as of Q2 2026.
- Prestige Wealth Management Group left its Wells Fargo share count unchanged in Q2 2026.
- Wells Fargo made up 0.03% of Prestige Wealth Management Group's portfolio in Q2 2026, its #188 holding.
- Prestige Wealth Management Group first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
- Prestige Wealth Management Group's Wells Fargo position peaked at $633K in Q2 2024.
- 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.