Riverbend Wealth Management
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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
Q3 		$653K Buy
8,156
+269
+3% +$23.3K 0.3% 91
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Riverbend Wealth Management increased its Wells Fargo (WFC) stake by 3.4% in Q3 2026, buying an estimated $23.3K and bringing the position to 8,156 shares worth $653K. The position accounts for 0.3% of the portfolio, ranked #91.

Riverbend Wealth Management first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Riverbend Wealth Management held 8,156 shares of Wells Fargo worth $653K as of Q3 2026.
  • Riverbend Wealth Management bought 269 Wells Fargo shares in Q3 2026, an estimated $23.3K.
  • Wells Fargo made up 0.3% of Riverbend Wealth Management's portfolio in Q3 2026, its #91 holding.
  • Riverbend Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.