Quantum Financial Advisors’s Wells Fargo WFC Stock Holding History

Quantum Financial 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	$412K	Sell	4,983 -441	-8%	-$35.4K	0.04%	143
2026 Q1	$432K	Buy	5,424 +401	+8%	+$34.4K	0.05%	117
2025 Q4	$468K	Buy	5,023 +29	+0.6%	+$2.52K	0.05%	120
2025 Q3	$419K	Hold	4,994	–	–	0.05%	108
2025 Q2	$400K	Sell	4,994 -4	-0.1%	-$288	0.05%	102
2025 Q1	$359K	Buy	4,998 +6	+0.1%	+$450	0.05%	104
2024 Q4	$351K	Hold	4,992	–	–	0.05%	114
2024 Q3	$282K	Hold	4,992	–	–	0.04%	133
2024 Q2	$296K	Hold	4,992	–	–	0.05%	119
2024 Q1	$289K	Buy	+4,992	New	+$261K	0.05%	121

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Quantum Financial Advisors's WFC Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Wells Fargo (WFC) stake by 8.1% in Q2 2026, selling an estimated $35.4K and leaving 4,983 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #143.

Quantum Financial Advisors first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $468K in Q4 2025. 1,053 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Quantum Financial Advisors held 4,983 shares of Wells Fargo worth $412K as of Q2 2026.
Quantum Financial Advisors sold 441 Wells Fargo shares in Q2 2026, an estimated $35.4K.
Wells Fargo made up 0.04% of Quantum Financial Advisors's portfolio in Q2 2026, its #143 holding.
Quantum Financial Advisors first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
Quantum Financial Advisors's Wells Fargo position peaked at $468K in Q4 2025.
1,053 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.