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Rise Advisors’s Wells Fargo WFC Stock Holding History

Rise 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 		$297K Buy
3,591
+207
+6% +$16.6K 0.08% 82
2026
Q1 		$273K Sell
3,384
-79
-2% -$6.79K 0.1% 79
2025
Q4 		$323K Sell
3,463
-193
-5% -$16.8K 0.12% 68
2025
Q3 		$306K Buy
3,656
+369
+11% +$29.9K 0.11% 70
2025
Q2 		$263K Sell
3,287
-85
-3% -$6.13K 0.1% 75
2025
Q1 		$242K Buy
3,372
+52
+2% +$3.9K 0.11% 77
2024
Q4 		$233K Buy
3,320
+17
+0.5% +$1.16K 0.11% 77
2024
Q3 		$187K Sell
3,303
-442
-12% -$25K 0.09% 99
2024
Q2 		$222K Buy
3,745
+22
+0.6% +$1.3K 0.12% 83
2024
Q1 		$216K Buy
3,723
+1,868
+101% +$97.7K 0.12% 86
2023
Q4 		$91.3K Buy
1,855
+800
+76% +$34.5K 0.06% 111
2023
Q3 		$43.1K Buy
1,055
+9
+0.9% +$389 0.03% 148
2023
Q2 		$44.6K Sell
1,046
-98
-9% -$3.94K 0.03% 156
2023
Q1 		$42.8K Sell
1,144
-148
-11% -$6.45K 0.03% 167
2022
Q4 		$53.4K Buy
1,292
+8
+0.6% +$354 0.04% 150
2022
Q3 		$52K Buy
1,284
+8
+0.6% +$344 0.04% 150
2022
Q2 		$50K Buy
1,276
+7
+0.6% +$307 0.05% 140
2022
Q1 		$61K Buy
1,269
+6
+0.5% +$321 0.05% 132
2021
Q4 		$60.6K Buy
+1,263
New +$62.2K 0.06% 131

Other funds holding WFC

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return