Private Wealth Group’s Wells Fargo WFC Stock Holding History

Private 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	$373K	Hold	4,514	–	–	0.14%	52
2026 Q1	$359K	Hold	4,514	–	–	0.17%	48
2025 Q4	$421K	Buy	4,514 +108	+2%	+$9.38K	0.2%	44
2025 Q3	$369K	Sell	4,406 -84	-2%	-$6.81K	0.18%	45
2025 Q2	$360K	Buy	4,490 +320	+8%	+$23.1K	0.19%	52
2025 Q1	$299K	Buy	4,170 +58	+1%	+$4.36K	0.18%	49
2024 Q4	$289K	Hold	4,112	–	–	0.14%	58
2024 Q3	$232K	Sell	4,112 -16,000	-80%	-$905K	0.12%	59
2024 Q2	$1.19M	Hold	20,112	–	–	0.63%	28
2024 Q1	$1.17M	Hold	20,112	–	–	0.6%	29
2023 Q4	$990K	Hold	20,112	–	–	0.56%	27
2023 Q3	$822K	Hold	20,112	–	–	0.54%	30
2023 Q2	$858K	Hold	20,112	–	–	0.88%	28
2023 Q1	$752K	Hold	20,112	–	–	1.03%	30
2022 Q4	$830K	Hold	20,112	–	–	1.18%	27
2022 Q3	$809K	Sell	20,112 -1,100	-5%	-$47.3K	1.26%	24
2022 Q2	$831K	Sell	21,212 -4,400	-17%	-$193K	1.03%	24
2022 Q1	$1.24M	Buy	+25,612	New	+$1.37M	0.91%	23

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

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

Private Wealth Group held its Wells Fargo (WFC) position steady in Q2 2026 at 4,514 shares worth $373K. The position accounts for 0.14% of the portfolio, ranked #52.

Private Wealth Group first reported a position in WFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.24M in Q1 2022. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Private Wealth Group held 4,514 shares of Wells Fargo worth $373K as of Q2 2026.
Private Wealth Group left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.14% of Private Wealth Group's portfolio in Q2 2026, its #52 holding.
Private Wealth Group first reported a position in Wells Fargo in Q1 2022 and has held it in 18 quarters since.
Private Wealth Group's Wells Fargo position peaked at $1.24M in Q1 2022.
988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.