Regent Peak Wealth Advisors’s Wells Fargo WFC Stock Holding History

Regent Peak Wealth 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	$480K	Buy	5,807 +45	+0.8%	+$3.62K	0.09%	104
2026 Q1	$459K	Buy	5,762 +223	+4%	+$19.2K	0.09%	99
2025 Q4	$516K	Buy	5,539 +62	+1%	+$5.38K	0.1%	88
2025 Q3	$459K	Buy	+5,477	New	+$444K	0.09%	93
2025 Q1	$395K	Buy	5,502 +103	+2%	+$7.73K	0.09%	95
2024 Q4	$379K	Buy	5,399 +111	+2%	+$7.58K	0.09%	101
2024 Q3	$299K	Buy	5,288 +116	+2%	+$6.56K	0.07%	124
2024 Q2	$307K	Buy	5,172 +272	+6%	+$16.1K	0.07%	119
2024 Q1	$284K	Buy	4,900 +41	+0.8%	+$2.15K	0.07%	126
2023 Q4	$239K	Buy	+4,859	New	+$210K	0.06%	133
2021 Q1	–	Sell	-2,139	Closed	-$65K	–	998
2020 Q4	$65K	Buy	+2,139	New	+$55.4K	0.02%	270
2020 Q1	–	Sell	-7,296	Closed	-$392K	–	129
2019 Q4	$392K	Buy	+7,296	New	+$382K	0.18%	84

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Regent Peak Wealth Advisors's WFC Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Wells Fargo (WFC) stake by 0.78% in Q2 2026, buying an estimated $3.62K and bringing the position to 5,807 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #104.

Regent Peak Wealth Advisors first reported a position in WFC in Q4 2019 and has held it in 12 quarters since. The position peaked at $516K in Q4 2025. 567 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Regent Peak Wealth Advisors held 5,807 shares of Wells Fargo worth $480K as of Q2 2026.
Regent Peak Wealth Advisors bought 45 Wells Fargo shares in Q2 2026, an estimated $3.62K.
Wells Fargo made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Regent Peak Wealth Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 12 quarters since.
Regent Peak Wealth Advisors's Wells Fargo position peaked at $516K in Q4 2025.
567 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.