RDA Financial Network
WFC icon

RDA Financial Network’s Wells Fargo WFC Stock Holding History

RDA Financial Network’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 		$255K Sell
3,191
-2
-0.1% -$173 0.06% 226
2026
Q2 		$264K Buy
3,193
+132
+4% +$10.6K 0.06% 242
2026
Q1 		$244K Sell
3,061
-413
-12% -$35.5K 0.06% 237
2025
Q4 		$324K Buy
3,474
+357
+11% +$31K 0.08% 202
2025
Q3 		$261K Buy
3,117
+151
+5% +$12.2K 0.06% 222
2025
Q2 		$238K Sell
2,966
-11
-0.4% -$793 0.06% 230
2025
Q1 		$214K Sell
2,977
-729
-20% -$54.7K 0.06% 235
2024
Q4 		$260K Buy
+3,706
New +$253K 0.08% 206

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

RDA Financial Network's WFC Position: Q3 2026 in Review

RDA Financial Network reduced its Wells Fargo (WFC) stake by 0.06% in Q3 2026, selling an estimated $173 and leaving 3,191 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #226.

RDA Financial Network first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $324K in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • RDA Financial Network held 3,191 shares of Wells Fargo worth $255K as of Q3 2026.
  • RDA Financial Network sold 2 Wells Fargo shares in Q3 2026, an estimated $173.
  • Wells Fargo made up 0.06% of RDA Financial Network's portfolio in Q3 2026, its #226 holding.
  • RDA Financial Network first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • RDA Financial Network's Wells Fargo position peaked at $324K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.