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Prosperity Capital Advisors’s Wells Fargo WFC Stock Holding History

Prosperity Capital Advisors’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 		$204K Buy
+2,463
New +$198K 0.01% 412
2026
Q1 		– Sell
-2,422
Closed -$226K – 424
2025
Q4 		$226K Sell
2,422
-768
-24% -$66.7K 0.01% 358
2025
Q3 		$267K Sell
3,190
-468
-13% -$38K 0.02% 360
2025
Q2 		$293K Sell
3,658
-569
-13% -$41K 0.02% 327
2025
Q1 		$301K Buy
4,227
+482
+13% +$36.2K 0.02% 297
2024
Q4 		$263K Buy
+3,745
New +$256K 0.02% 304

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

Prosperity Capital Advisors's WFC Position: Q2 2026 in Review

Prosperity Capital Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 2,463 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Prosperity Capital Advisors previously reported a position in WFC as recently as Q4 2025.

Prosperity Capital Advisors first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $301K in Q1 2025. 645 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Prosperity Capital Advisors held 2,463 shares of Wells Fargo worth $204K as of Q2 2026.
  • Wells Fargo was a new Prosperity Capital Advisors position in Q2 2026.
  • Wells Fargo made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #412 holding.
  • Prosperity Capital Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Prosperity Capital Advisors's Wells Fargo position peaked at $301K in Q1 2025.
  • 645 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.