QFW
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QTR Family Wealth’s Wells Fargo WFC Stock Holding History

QTR Family Wealth’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 		$883K Buy
10,679
+7,451
+231% +$599K 0.31% 72
2026
Q1 		$264K Buy
3,228
+645
+25% +$55.4K 0.11% 216
2025
Q4 		$237K Buy
+2,583
New +$224K 0.1% 230
2025
Q2 		– Sell
-4,580
Closed -$329K – 198
2025
Q1 		$329K Buy
+4,580
New +$344K 0.25% 103

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QTR Family Wealth's WFC Position: Q2 2026 in Review

QTR Family Wealth increased its Wells Fargo (WFC) stake by 231% in Q2 2026, buying an estimated $599K and bringing the position to 10,679 shares worth $883K. The position accounts for 0.31% of the portfolio, ranked #72.

QTR Family Wealth first reported a position in WFC in Q1 2025 and has held it in 4 quarters since. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • QTR Family Wealth held 10,679 shares of Wells Fargo worth $883K as of Q2 2026.
  • QTR Family Wealth bought 7,451 Wells Fargo shares in Q2 2026, an estimated $599K.
  • Wells Fargo made up 0.31% of QTR Family Wealth's portfolio in Q2 2026, its #72 holding.
  • QTR Family Wealth first reported a position in Wells Fargo in Q1 2025 and has held it in 4 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.