Shrier Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Shrier Wealth Management's WFC Position: Q2 2026 in Review
Shrier Wealth Management increased its Wells Fargo (WFC) stake by 0.06% in Q2 2026, buying an estimated $1.53K and bringing the position to 32,670 shares worth $2.7M. The position accounts for 0.91% of the portfolio, ranked #33.
Shrier Wealth Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.98M in Q4 2025. 2,854 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Shrier Wealth Management held 32,670 shares of Wells Fargo worth $2.7M as of Q2 2026.
- Shrier Wealth Management bought 19 Wells Fargo shares in Q2 2026, an estimated $1.53K.
- Wells Fargo made up 0.91% of Shrier Wealth Management's portfolio in Q2 2026, its #33 holding.
- Shrier Wealth Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
- Shrier Wealth Management's Wells Fargo position peaked at $2.98M in Q4 2025.
- 2,854 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.