Red Door Wealth Management’s Wells Fargo WFC Stock Holding History

Red Door Wealth Management’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	$600K	Buy	7,257 +163	+2%	+$13.1K	0.05%	164
2026 Q1	$565K	Buy	7,094 +742	+12%	+$63.7K	0.06%	158
2025 Q4	$592K	Sell	6,352 -10	-0.2%	-$868	0.06%	145
2025 Q3	$533K	Sell	6,362 -874	-12%	-$70.9K	0.06%	158
2025 Q2	$580K	Buy	7,236 +216	+3%	+$15.6K	0.07%	149
2025 Q1	$504K	Buy	7,020 +1,623	+30%	+$122K	0.07%	136
2024 Q4	$379K	Sell	5,397 -692	-11%	-$47.2K	0.06%	165
2024 Q3	$344K	Buy	6,089 +540	+10%	+$30.5K	0.06%	159
2024 Q2	$330K	Sell	5,549 -1,086	-16%	-$64.1K	0.06%	152
2024 Q1	$385K	Sell	6,635 -800	-11%	-$41.9K	0.07%	137
2023 Q4	$366K	Sell	7,435 -39	-0.5%	-$1.68K	0.08%	138
2023 Q3	$305K	Sell	7,474 -305	-4%	-$13.2K	0.08%	142
2023 Q2	$332K	Buy	7,779 +283	+4%	+$11.4K	0.07%	165
2023 Q1	$280K	Sell	7,496 -489	-6%	-$21.3K	0.09%	126
2022 Q4	$330K	Sell	7,985 -277	-3%	-$12.3K	0.11%	111
2022 Q3	$332K	Buy	8,262 +463	+6%	+$19.9K	0.13%	104
2022 Q2	$305K	Buy	7,799 +999	+15%	+$43.8K	0.11%	115
2022 Q1	$329K	Sell	6,800 -2,969	-30%	-$159K	0.11%	109
2021 Q4	$468K	Sell	9,769 -3,806	-28%	-$187K	0.15%	99
2021 Q3	$630K	Buy	13,575 +1,465	+12%	+$67.8K	0.24%	79
2021 Q2	$548K	Buy	12,110 +5,930	+96%	+$265K	0.21%	84
2021 Q1	$242K	Sell	6,180 -800	-11%	-$28.3K	0.12%	107
2020 Q4	$211K	Buy	+6,980	New	+$181K	0.12%	104
2020 Q3	–	Sell	-6,323	Closed	-$161K	–	433
2020 Q2	$161K	Sell	6,323 -12,161	-66%	-$333K	0.12%	109
2020 Q1	$530K	Buy	18,484 +1,416	+8%	+$60.2K	0.5%	50
2019 Q4	$840K	Buy	+17,068	New	+$894K	0.75%	40

Other funds holding WFC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Red Door Wealth Management's WFC Position: Q2 2026 in Review

Red Door Wealth Management increased its Wells Fargo (WFC) stake by 2.3% in Q2 2026, buying an estimated $13.1K and bringing the position to 7,257 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #164.

Red Door Wealth Management first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $840K in Q4 2019. 1,233 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Red Door Wealth Management held 7,257 shares of Wells Fargo worth $600K as of Q2 2026.
Red Door Wealth Management bought 163 Wells Fargo shares in Q2 2026, an estimated $13.1K.
Wells Fargo made up 0.05% of Red Door Wealth Management's portfolio in Q2 2026, its #164 holding.
Red Door Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
Red Door Wealth Management's Wells Fargo position peaked at $840K in Q4 2019.
1,233 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.