Southland Equity Partners’s Wells Fargo WFC Stock Holding History

Southland Equity Partners’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	$368K	Buy	4,450 +7	+0.2%	+$563	0.06%	214
2026 Q1	$354K	Sell	4,443 -3	-0.1%	-$258	0.07%	190
2025 Q4	$414K	Buy	4,446 +6	+0.1%	+$521	0.08%	167
2025 Q3	$372K	Sell	4,440 -26	-0.6%	-$2.11K	0.08%	172
2025 Q2	$358K	Buy	4,466 +6	+0.1%	+$433	0.08%	161
2025 Q1	$320K	Buy	4,460 +133	+3%	+$9.98K	0.07%	169
2024 Q4	$304K	Buy	4,327 +6	+0.1%	+$410	0.07%	169
2024 Q3	$244K	Buy	4,321 +829	+24%	+$46.9K	0.06%	196
2024 Q2	$207K	Buy	+3,492	New	+$206K	0.06%	199

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Southland Equity Partners's WFC Position: Q2 2026 in Review

Southland Equity Partners increased its Wells Fargo (WFC) stake by 0.16% in Q2 2026, buying an estimated $563 and bringing the position to 4,450 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #214.

Southland Equity Partners first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $414K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Southland Equity Partners held 4,450 shares of Wells Fargo worth $368K as of Q2 2026.
Southland Equity Partners bought 7 Wells Fargo shares in Q2 2026, an estimated $563.
Wells Fargo made up 0.06% of Southland Equity Partners's portfolio in Q2 2026, its #214 holding.
Southland Equity Partners first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Southland Equity Partners's Wells Fargo position peaked at $414K in Q4 2025.
1,020 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.