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Sachetta’s Wells Fargo WFC Stock Holding History

Sachetta’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 		$72.8K Buy
881
+255
+41% +$20.5K 0.04% 165
2026
Q1 		$49.8K Sell
626
-10
-2% -$859 0.03% 204
2025
Q4 		$59.3K Sell
636
-4,209
-87% -$365K 0.03% 185
2025
Q3 		$406K Sell
4,845
-54
-1% -$4.38K 0.15% 108
2025
Q2 		$393K Buy
4,899
+109
+2% +$7.86K 0.16% 106
2025
Q1 		$344K Sell
4,790
-25
-0.5% -$1.88K 0.14% 107
2024
Q4 		$338K Sell
4,815
-17
-0.4% -$1.16K 0.13% 112
2024
Q3 		$273K Sell
4,832
-35
-0.7% -$1.98K 0.11% 130
2024
Q2 		$292K Buy
4,867
+213
+5% +$12.6K 0.13% 123
2024
Q1 		$229K Hold
4,654
– – 0.11% 129
2023
Q4 		$229K Buy
+4,654
New +$201K 0.11% 129

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sachetta's WFC Position: Q2 2026 in Review

Sachetta increased its Wells Fargo (WFC) stake by 41% in Q2 2026, buying an estimated $20.5K and bringing the position to 881 shares worth $72.8K. The position accounts for 0.04% of the portfolio, ranked #165.

Sachetta first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $406K in Q3 2025. 633 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Sachetta held 881 shares of Wells Fargo worth $72.8K as of Q2 2026.
  • Sachetta bought 255 Wells Fargo shares in Q2 2026, an estimated $20.5K.
  • Wells Fargo made up 0.04% of Sachetta's portfolio in Q2 2026, its #165 holding.
  • Sachetta first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's Wells Fargo position peaked at $406K in Q3 2025.
  • 633 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.