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Smallwood Wealth Investment Management’s Wells Fargo WFC Stock Holding History

Smallwood Wealth Investment 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 		$102K Sell
1,234
-219
-15% -$17.6K 0.04% 142
2026
Q1 		$116K Sell
1,453
-160
-10% -$13.7K 0.06% 114
2025
Q4 		$150K Buy
1,613
+150
+10% +$13K 0.08% 95
2025
Q3 		$123K Sell
1,463
-50
-3% -$4.05K 0.06% 113
2025
Q2 		$121K Hold
1,513
– – 0.07% 105
2025
Q1 		$109K Buy
+1,513
New +$114K 0.07% 105

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Smallwood Wealth Investment Management's WFC Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Wells Fargo (WFC) stake by 15% in Q2 2026, selling an estimated $17.6K and leaving 1,234 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #142.

Smallwood Wealth Investment Management first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $150K in Q4 2025. 1,110 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,234 shares of Wells Fargo worth $102K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 219 Wells Fargo shares in Q2 2026, an estimated $17.6K.
  • Wells Fargo made up 0.04% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #142 holding.
  • Smallwood Wealth Investment Management first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Wells Fargo position peaked at $150K in Q4 2025.
  • 1,110 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.