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Prospera Financial Services’s Wells Fargo WFC Stock Holding History

Prospera Financial Services’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 		$13.6M Sell
164,152
-37,412
-19% -$3.01M 0.2% 114
2026
Q1 		$16M Sell
201,564
-488
-0.2% -$41.9K 0.26% 82
2025
Q4 		$18.8M Sell
202,052
-10,464
-5% -$908K 0.31% 69
2025
Q3 		$17.8M Buy
212,516
+4,597
+2% +$373K 0.3% 70
2025
Q2 		$16.7M Buy
207,919
+41,075
+25% +$2.96M 0.31% 67
2025
Q1 		$12M Buy
166,844
+8,001
+5% +$601K 0.28% 85
2024
Q4 		$11.2M Buy
158,843
+20,411
+15% +$1.39M 0.26% 88
2024
Q3 		$7.82M Buy
138,432
+22,854
+20% +$1.29M 0.2% 112
2024
Q2 		$6.86M Buy
115,578
+8,017
+7% +$473K 0.19% 115
2024
Q1 		$6.23M Buy
107,561
+4,213
+4% +$220K 0.19% 118
2023
Q4 		$5.09M Sell
103,348
-20
-0% -$863 0.17% 136
2023
Q3 		$4.22M Buy
103,368
+2,564
+3% +$111K 0.16% 141
2023
Q2 		$4.3M Sell
100,804
-19,428
-16% -$782K 0.16% 142
2023
Q1 		$4.49M Buy
120,232
+37,588
+45% +$1.64M 0.18% 130
2022
Q4 		$3.41M Buy
82,644
+3,450
+4% +$153K 0.17% 137
2022
Q3 		$3.19M Sell
79,194
-3,426
-4% -$147K 0.17% 149
2022
Q2 		$3.24M Buy
82,620
+10,299
+14% +$452K 0.17% 155
2022
Q1 		$3.5M Buy
72,321
+1,785
+3% +$95.5K 0.15% 168
2021
Q4 		$3.38M Sell
70,536
-2,897
-4% -$143K 0.15% 166
2021
Q3 		$3.41M Buy
73,433
+2,092
+3% +$96.8K 0.17% 157
2021
Q2 		$3.23M Buy
71,341
+4,413
+7% +$197K 0.16% 165
2021
Q1 		$2.62M Buy
66,928
+7,791
+13% +$276K 0.16% 168
2020
Q4 		$1.78M Buy
59,137
+44,341
+300% +$1.15M 0.12% 207
2020
Q3 		$348K Sell
14,796
-173,074
-92% -$4.27M 0.13% 138
2020
Q2 		$4.81M Buy
187,870
+148,309
+375% +$4.06M 0.43% 39
2020
Q1 		$1.14M Buy
39,561
+2,550
+7% +$108K 0.12% 193
2019
Q4 		$1.99M Buy
37,011
+5,281
+17% +$277K 0.15% 167
2019
Q3 		$1.6M Buy
31,730
+1,256
+4% +$59.2K 0.16% 133
2019
Q2 		$1.45M Buy
30,474
+1,413
+5% +$66.1K 0.16% 129
2019
Q1 		$1.42M Buy
29,061
+4,059
+16% +$200K 0.47% 63
2018
Q4 		$1.18M Buy
25,002
+5,712
+30% +$293K 0.24% 103
2018
Q3 		$1.05M Sell
19,290
-2,287
-11% -$131K 0.2% 120
2018
Q2 		$1.19M Buy
21,577
+3,564
+20% +$191K 0.16% 121
2018
Q1 		$950K Sell
18,013
-1,837
-9% -$109K 0.13% 149
2017
Q4 		$1.23M Buy
19,850
+225
+1% +$12.7K 0.19% 114
2017
Q3 		$1.08M Buy
19,625
+143
+0.7% +$7.6K 0.16% 124
2017
Q2 		$1.08M Buy
19,482
+4,587
+31% +$246K 0.17% 119
2017
Q1 		$825K Sell
14,895
-1,286
-8% -$73K 0.15% 125
2016
Q4 		$892K Sell
16,181
-51
-0.3% -$2.56K 0.17% 114
2016
Q3 		$719K Sell
16,232
-3,533
-18% -$169K 0.14% 129
2016
Q2 		$935K Buy
19,765
+4,668
+31% +$228K 0.19% 101
2016
Q1 		$735K Buy
15,097
+149
+1% +$7.29K 0.16% 104
2015
Q4 		$813K Buy
14,948
+3,555
+31% +$193K 0.18% 86
2015
Q3 		$544K Sell
11,393
-3,189
-22% -$175K 0.14% 104
2015
Q2 		$775K Buy
14,582
+192
+1% +$10.7K 0.18% 91
2015
Q1 		$739K Buy
14,390
+1,977
+16% +$107K 0.16% 90
2014
Q4 		$680K Buy
12,413
+103
+0.8% +$5.45K 0.17% 98
2014
Q3 		$597K Buy
12,310
+726
+6% +$37.3K 0.16% 101
2014
Q2 		$609K Buy
11,584
+137
+1% +$6.89K 0.16% 101
2014
Q1 		$530K Buy
11,447
+3,039
+36% +$142K 0.17% 91
2013
Q4 		$382K Sell
8,408
-2,793
-25% -$121K 0.13% 132
2013
Q3 		$465K Sell
11,201
-493
-4% -$21K 0.18% 111
2013
Q2 		$484K Buy
+11,694
New +$456K 0.22% 99

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
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

Prospera Financial Services's WFC Position: Q2 2026 in Review

Prospera Financial Services reduced its Wells Fargo (WFC) stake by 19% in Q2 2026, selling an estimated $3.01M and leaving 164,152 shares worth $13.6M. The position accounts for 0.2% of the portfolio, ranked #114.

Prospera Financial Services first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.8M in Q4 2025. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Prospera Financial Services held 164,152 shares of Wells Fargo worth $13.6M as of Q2 2026.
  • Prospera Financial Services sold 37,412 Wells Fargo shares in Q2 2026, an estimated $3.01M.
  • Wells Fargo made up 0.2% of Prospera Financial Services's portfolio in Q2 2026, its #114 holding.
  • Prospera Financial Services first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Prospera Financial Services's Wells Fargo position peaked at $18.8M in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.