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Riverbend Wealth Management’s Wells Fargo WFC Stock Holding History

Riverbend 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 		$652K Buy
7,887
+605
+8% +$48.6K 0.33% 85
2026
Q1 		$580K Buy
7,282
+3,396
+87% +$292K 0.33% 79
2025
Q4 		$362K Buy
3,886
+200
+5% +$17.4K 0.22% 106
2025
Q3 		$309K Buy
3,686
+102
+3% +$8.27K 0.22% 107
2025
Q2 		$287K Buy
+3,584
New +$258K 0.22% 113

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
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

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

Riverbend Wealth Management increased its Wells Fargo (WFC) stake by 8.3% in Q2 2026, buying an estimated $48.6K and bringing the position to 7,887 shares worth $652K. The position accounts for 0.33% of the portfolio, ranked #85.

Riverbend Wealth Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. 1,038 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Riverbend Wealth Management held 7,887 shares of Wells Fargo worth $652K as of Q2 2026.
  • Riverbend Wealth Management bought 605 Wells Fargo shares in Q2 2026, an estimated $48.6K.
  • Wells Fargo made up 0.33% of Riverbend Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Riverbend Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • 1,038 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.