Sculati Wealth Management
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Sculati Wealth Management’s Wells Fargo WFC Stock Holding History

Sculati 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 		– Sell
-2,400
Closed -$210K – 125
2026
Q2 		$210K Sell
2,400
-136
-5% -$10.9K 0.07% 120
2026
Q1 		$202K Sell
2,536
-339
-12% -$29.1K 0.07% 113
2025
Q4 		$268K Sell
2,875
-199
-6% -$17.3K 0.09% 110
2025
Q3 		$258K Hold
3,074
– – 0.09% 115
2025
Q2 		$246K Hold
3,074
– – 0.09% 111
2025
Q1 		$221K Hold
3,074
– – 0.09% 103
2024
Q4 		$216K Buy
+3,074
New +$210K 0.09% 103

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Sculati Wealth Management sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 2,400 shares — an estimated $210K sold.

Sculati Wealth Management first reported a position in WFC in Q4 2024 and held it in 7 quarters. The position peaked at $268K in Q4 2025. 1,836 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Sculati Wealth Management reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • Sculati Wealth Management sold 2,400 Wells Fargo shares in Q3 2026, an estimated $210K.
  • Sculati Wealth Management first reported a position in Wells Fargo in Q4 2024 and held it in 7 quarters.
  • Sculati Wealth Management's Wells Fargo position peaked at $268K in Q4 2025.
  • 1,836 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.