Revisor Wealth Management
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Revisor Wealth Management’s Wells Fargo WFC Stock Holding History

Revisor 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
Q3 		$2.34M Sell
28,515
-1,240
-4% -$107K 0.58% 35
2026
Q2 		$2.46M Sell
29,755
-437
-1% -$35.1K 0.59% 35
2026
Q1 		$2.4M Sell
30,192
-2,344
-7% -$201K 0.66% 31
2025
Q4 		$2.95M Buy
32,536
+15,683
+93% +$1.36M 0.79% 25
2025
Q3 		$1.35M Buy
16,853
+380
+2% +$30.8K 0.46% 43
2025
Q2 		$1.36M Buy
+16,473
New +$1.19M 0.49% 41

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Revisor Wealth Management's WFC Position: Q3 2026 in Review

Revisor Wealth Management reduced its Wells Fargo (WFC) stake by 4.2% in Q3 2026, selling an estimated $107K and leaving 28,515 shares worth $2.34M. The position accounts for 0.58% of the portfolio, ranked #35.

Revisor Wealth Management first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.95M in Q4 2025. 790 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Revisor Wealth Management held 28,515 shares of Wells Fargo worth $2.34M as of Q3 2026.
  • Revisor Wealth Management sold 1,240 Wells Fargo shares in Q3 2026, an estimated $107K.
  • Wells Fargo made up 0.58% of Revisor Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Revisor Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
  • Revisor Wealth Management's Wells Fargo position peaked at $2.95M in Q4 2025.
  • 790 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.