Proathlete Wealth Management
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Proathlete Wealth Management’s Wells Fargo WFC Stock Holding History

Proathlete 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
Q3 		$189K Buy
2,355
+674
+40% +$58.3K 0.04% 81
2026
Q2 		$139K Hold
1,681
– – 0.03% 83
2026
Q1 		$134K Hold
1,681
– – 0.04% 78
2025
Q4 		$157K Hold
1,681
– – 0.04% 78
2025
Q3 		$141K Hold
1,681
– – 0.04% 78
2025
Q2 		$135K Hold
1,681
– – 0.04% 73
2025
Q1 		$121K Buy
+1,681
New +$126K 0.04% 77

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Proathlete Wealth Management's WFC Position: Q3 2026 in Review

Proathlete Wealth Management increased its Wells Fargo (WFC) stake by 40% in Q3 2026, buying an estimated $58.3K and bringing the position to 2,355 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #81.

Proathlete Wealth Management first reported a position in WFC in Q1 2025 and has held it in 7 quarters since. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Proathlete Wealth Management held 2,355 shares of Wells Fargo worth $189K as of Q3 2026.
  • Proathlete Wealth Management bought 674 Wells Fargo shares in Q3 2026, an estimated $58.3K.
  • Wells Fargo made up 0.04% of Proathlete Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Proathlete Wealth Management first reported a position in Wells Fargo in Q1 2025 and has held it in 7 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.