Shade Tree Advisors’s Wells Fargo WFC Stock Holding History

Shade Tree 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	$2.46M	Buy	+30,790	New	+$2.66M	1.32%	10

Other funds holding WFC

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shade Tree Advisors's WFC Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in Wells Fargo (WFC) in Q3 2026: 30,790 shares worth $2.46M. The stake represents 1.32% of the portfolio and ranks #10 among its holdings.

1,194 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Shade Tree Advisors held 30,790 shares of Wells Fargo worth $2.46M as of Q3 2026.
Wells Fargo was a new Shade Tree Advisors position in Q3 2026.
Wells Fargo made up 1.32% of Shade Tree Advisors's portfolio in Q3 2026, its #10 holding.
1,194 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.