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 Q3	$534K	Buy	6,668 +1,449	+28%	+$125K	0.07%	138
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Riversedge Advisors's WFC Position: Q3 2026 in Review

Riversedge Advisors increased its Wells Fargo (WFC) stake by 28% in Q3 2026, buying an estimated $125K and bringing the position to 6,668 shares worth $534K. The position accounts for 0.07% of the portfolio, ranked #138.

Riversedge Advisors first reported a position in WFC in Q3 2021 and has held it in 7 quarters since. 1,826 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Riversedge Advisors held 6,668 shares of Wells Fargo worth $534K as of Q3 2026.
Riversedge Advisors bought 1,449 Wells Fargo shares in Q3 2026, an estimated $125K.
Wells Fargo made up 0.07% of Riversedge Advisors's portfolio in Q3 2026, its #138 holding.
Riversedge Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 7 quarters since.
1,826 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.