Resonant Capital Advisors’s Wells Fargo WFC Stock Holding History

Resonant Capital 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	$1.21M	Buy	14,682 +537	+4%	+$43.2K	0.06%	171
2026 Q1	$1.13M	Buy	14,145 +1,187	+9%	+$102K	0.06%	166
2025 Q4	$1.21M	Buy	12,958 +403	+3%	+$35K	0.07%	154
2025 Q3	$1.05M	Buy	12,555 +472	+4%	+$38.3K	0.06%	163
2025 Q2	$968K	Buy	12,083 +2,559	+27%	+$185K	0.06%	162
2025 Q1	$684K	Sell	9,524 -20	-0.2%	-$1.5K	0.05%	179
2024 Q4	$670K	Buy	9,544 +1,058	+12%	+$72.2K	0.05%	176
2024 Q3	$479K	Buy	8,486 +426	+5%	+$24.1K	0.04%	215
2024 Q2	$479K	Buy	8,060 +1,669	+26%	+$98.5K	0.04%	209
2024 Q1	$370K	Buy	6,391 +2,268	+55%	+$119K	0.03%	234
2023 Q4	$203K	Buy	+4,123	New	+$178K	0.02%	278
2023 Q3	–	Sell	-4,712	Closed	-$201K	–	282
2023 Q2	$201K	Buy	+4,712	New	+$190K	0.02%	262
2022 Q2	–	Sell	-4,152	Closed	-$202K	–	261
2022 Q1	$202K	Buy	+4,152	New	+$222K	0.03%	220
2020 Q1	–	Sell	-5,544	Closed	-$298K	–	214
2019 Q4	$298K	Buy	+5,544	New	+$290K	0.09%	173

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Resonant Capital Advisors's WFC Position: Q2 2026 in Review

Resonant Capital Advisors increased its Wells Fargo (WFC) stake by 3.8% in Q2 2026, buying an estimated $43.2K and bringing the position to 14,682 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #171.

Resonant Capital Advisors first reported a position in WFC in Q4 2019 and has held it in 14 quarters since. 1,001 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Resonant Capital Advisors held 14,682 shares of Wells Fargo worth $1.21M as of Q2 2026.
Resonant Capital Advisors bought 537 Wells Fargo shares in Q2 2026, an estimated $43.2K.
Wells Fargo made up 0.06% of Resonant Capital Advisors's portfolio in Q2 2026, its #171 holding.
Resonant Capital Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 14 quarters since.
1,001 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.