Riversedge Advisors’s Wells Fargo WFC Stock Holding History

Riversedge 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	$431K	Buy	+5,219	New	+$419K	0.06%	143
2026 Q1	–	Sell	-2,685	Closed	-$250K	–	250
2025 Q4	$250K	Buy	2,685 +140	+6%	+$12.2K	0.04%	168
2025 Q3	$213K	Buy	+2,545	New	+$206K	0.04%	184
2022 Q2	–	Sell	-4,411	Closed	-$214K	–	74
2022 Q1	$214K	Buy	4,411 +2	+0%	+$107	0.07%	63
2021 Q4	$212K	Buy	4,409 +34	+0.8%	+$1.67K	0.07%	63
2021 Q3	$203K	Buy	+4,375	New	+$202K	0.07%	65

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Riversedge Advisors's WFC Position: Q2 2026 in Review

Riversedge Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 5,219 shares worth $431K. The stake represents 0.06% of the portfolio and ranks #143 among its holdings. This is a return to the name: Riversedge Advisors previously reported a position in WFC as recently as Q4 2025.

Riversedge Advisors first reported a position in WFC in Q3 2021 and has held it in 6 quarters since. 1,089 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Riversedge Advisors held 5,219 shares of Wells Fargo worth $431K as of Q2 2026.
Wells Fargo was a new Riversedge Advisors position in Q2 2026.
Wells Fargo made up 0.06% of Riversedge Advisors's portfolio in Q2 2026, its #143 holding.
Riversedge Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 6 quarters since.
1,089 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.