SW
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SlateStone Wealth’s Wells Fargo WFC Stock Holding History

SlateStone Wealth’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 		$322K Sell
3,893
-3,274
-46% -$263K 0.02% 252
2026
Q1 		$571K Buy
+7,167
New +$616K 0.05% 209

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

SlateStone Wealth's WFC Position: Q2 2026 in Review

SlateStone Wealth reduced its Wells Fargo (WFC) stake by 46% in Q2 2026, selling an estimated $263K and leaving 3,893 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #252.

SlateStone Wealth first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $571K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • SlateStone Wealth held 3,893 shares of Wells Fargo worth $322K as of Q2 2026.
  • SlateStone Wealth sold 3,274 Wells Fargo shares in Q2 2026, an estimated $263K.
  • Wells Fargo made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #252 holding.
  • SlateStone Wealth first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
  • SlateStone Wealth's Wells Fargo position peaked at $571K in Q1 2026.
  • 1,026 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.