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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
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

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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

RDA Financial Network's WFC Position: Q2 2026 in Review

RDA Financial Network increased its Wells Fargo (WFC) stake by 4.3% in Q2 2026, buying an estimated $10.6K and bringing the position to 3,193 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #242.

RDA Financial Network first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q4 2025. 451 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • RDA Financial Network held 3,193 shares of Wells Fargo worth $264K as of Q2 2026.
  • RDA Financial Network bought 132 Wells Fargo shares in Q2 2026, an estimated $10.6K.
  • Wells Fargo made up 0.06% of RDA Financial Network's portfolio in Q2 2026, its #242 holding.
  • RDA Financial Network first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • RDA Financial Network's Wells Fargo position peaked at $324K in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.