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Retirement Wealth Solutions’s Wells Fargo WFC Stock Holding History

Retirement Wealth Solutions’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 		$20.1K Hold
243
– – 0.01% 156
2026
Q1 		$19.3K Sell
243
-65
-21% -$5.58K 0.01% 153
2025
Q4 		$28.7K Hold
308
– – 0.02% 129
2025
Q3 		$25.8K Buy
308
+6
+2% +$487 0.02% 139
2025
Q2 		$24.2K Hold
302
– – 0.02% 136
2025
Q1 		$21.7K Hold
302
– – 0.02% 125
2024
Q4 		$21.1K Buy
+302
New +$20.6K 0.02% 136

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Retirement Wealth Solutions's WFC Position: Q2 2026 in Review

Retirement Wealth Solutions held its Wells Fargo (WFC) position steady in Q2 2026 at 243 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #156.

Retirement Wealth Solutions first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.7K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Retirement Wealth Solutions held 243 shares of Wells Fargo worth $20.1K as of Q2 2026.
  • Retirement Wealth Solutions left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #156 holding.
  • Retirement Wealth Solutions first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Wells Fargo position peaked at $28.7K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.