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Relyea Zuckerberg Hanson’s Wells Fargo WFC Stock Holding History

Relyea Zuckerberg Hanson’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 		$582K Buy
7,045
+204
+3% +$16.4K 0.05% 162
2026
Q1 		$545K Sell
6,841
-78
-1% -$6.7K 0.05% 147
2025
Q4 		$645K Buy
6,919
+24
+0.3% +$2.08K 0.07% 134
2025
Q3 		$578K Buy
6,895
+61
+0.9% +$4.95K 0.06% 138
2025
Q2 		$548K Sell
6,834
-264
-4% -$19K 0.06% 142
2025
Q1 		$510K Buy
7,098
+245
+4% +$18.4K 0.07% 141
2024
Q4 		$481K Buy
6,853
+478
+7% +$32.6K 0.06% 149
2024
Q3 		$360K Buy
6,375
+361
+6% +$20.4K 0.05% 177
2024
Q2 		$357K Buy
6,014
+165
+3% +$9.74K 0.06% 161
2024
Q1 		$339K Buy
5,849
+222
+4% +$11.6K 0.06% 165
2023
Q4 		$277K Buy
+5,627
New +$243K 0.05% 171

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Relyea Zuckerberg Hanson's WFC Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Wells Fargo (WFC) stake by 3% in Q2 2026, buying an estimated $16.4K and bringing the position to 7,045 shares worth $582K. The position accounts for 0.05% of the portfolio, ranked #162.

Relyea Zuckerberg Hanson first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $645K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Relyea Zuckerberg Hanson held 7,045 shares of Wells Fargo worth $582K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 204 Wells Fargo shares in Q2 2026, an estimated $16.4K.
  • Wells Fargo made up 0.05% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #162 holding.
  • Relyea Zuckerberg Hanson first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Relyea Zuckerberg Hanson's Wells Fargo position peaked at $645K in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.