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Silvia McColl Wealth Management’s Wells Fargo WFC Stock Holding History

Silvia McColl 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
Q2 		$498K Buy
6,028
+2
+0% +$161 0.3% 72
2026
Q1 		$480K Buy
6,026
+41
+0.7% +$3.52K 0.32% 70
2025
Q4 		$558K Sell
5,985
-40
-0.7% -$3.47K 0.37% 61
2025
Q3 		$505K Sell
6,025
-23
-0.4% -$1.86K 0.34% 68
2025
Q2 		$485K Buy
6,048
+1
+0% +$72 0.35% 69
2025
Q1 		$434K Buy
6,047
+2
+0% +$150 0.33% 69
2024
Q4 		$425K Buy
6,045
+2
+0% +$137 0.32% 71
2024
Q3 		$341K Buy
6,043
+2
+0% +$113 0.26% 79
2024
Q2 		$359K Buy
6,041
+2
+0% +$118 0.3% 75
2024
Q1 		$344K Buy
6,039
+2
+0% +$105 0.29% 75
2023
Q4 		$297K Sell
6,037
-720
-11% -$31.1K 0.27% 77
2023
Q3 		$276K Sell
6,757
-457
-6% -$19.7K 0.28% 79
2023
Q2 		$308K Buy
7,214
+4
+0.1% +$161 0.29% 77
2023
Q1 		$270K Buy
7,210
+322
+5% +$14K 0.27% 82
2022
Q4 		$284K Buy
+6,888
New +$305K 0.28% 82

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

Silvia McColl Wealth Management's WFC Position: Q2 2026 in Review

Silvia McColl Wealth Management increased its Wells Fargo (WFC) stake by 0.03% in Q2 2026, buying an estimated $161 and bringing the position to 6,028 shares worth $498K. The position accounts for 0.3% of the portfolio, ranked #72.

Silvia McColl Wealth Management first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $558K in Q4 2025. 591 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Silvia McColl Wealth Management held 6,028 shares of Wells Fargo worth $498K as of Q2 2026.
  • Silvia McColl Wealth Management bought 2 Wells Fargo shares in Q2 2026, an estimated $161.
  • Wells Fargo made up 0.3% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Silvia McColl Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Silvia McColl Wealth Management's Wells Fargo position peaked at $558K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.