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Rialto Wealth Management’s Wells Fargo WFC Stock Holding History

Rialto 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
Q2 		$52.1K Buy
631
+64
+11% +$5.14K 0.01% 321
2026
Q1 		$45.1K Buy
567
+90
+19% +$7.73K 0.01% 294
2025
Q4 		$44.5K Buy
477
+7
+1% +$608 0.01% 290
2025
Q3 		$39.4K Buy
470
+13
+3% +$1.05K 0.01% 288
2025
Q2 		$36.6K Buy
457
+46
+11% +$3.32K 0.01% 290
2025
Q1 		$29.5K Buy
411
+35
+9% +$2.63K 0.01% 304
2024
Q4 		$26.4K Buy
+376
New +$25.7K 0.01% 310

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rialto Wealth Management's WFC Position: Q2 2026 in Review

Rialto Wealth Management increased its Wells Fargo (WFC) stake by 11% in Q2 2026, buying an estimated $5.14K and bringing the position to 631 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #321.

Rialto Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Rialto Wealth Management held 631 shares of Wells Fargo worth $52.1K as of Q2 2026.
  • Rialto Wealth Management bought 64 Wells Fargo shares in Q2 2026, an estimated $5.14K.
  • Wells Fargo made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #321 holding.
  • Rialto Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.