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Spire Wealth Management’s Wells Fargo WFC Stock Holding History

Spire 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 		$888K Sell
10,747
-4,074
-27% -$327K 0.03% 413
2026
Q1 		$1.18M Sell
14,821
-795
-5% -$68.3K 0.04% 358
2025
Q4 		$1.46M Sell
15,616
-259
-2% -$22.5K 0.05% 323
2025
Q3 		$1.33M Buy
15,875
+2,705
+21% +$219K 0.05% 329
2025
Q2 		$1.06M Sell
13,170
-4,505
-25% -$325K 0.04% 355
2025
Q1 		$1.27M Buy
17,675
+1,750
+11% +$131K 0.04% 350
2024
Q4 		$1.12M Sell
15,925
-752
-5% -$51.3K 0.03% 367
2024
Q3 		$942K Sell
16,677
-214
-1% -$12.1K 0.03% 384
2024
Q2 		$1M Sell
16,891
-4,482
-21% -$265K 0.04% 341
2024
Q1 		$1.24M Buy
21,373
+1,248
+6% +$65.3K 0.02% 336
2023
Q4 		$968K Buy
20,125
+100
+0.5% +$4.32K 0.03% 370
2023
Q3 		$818K Sell
20,025
-5,893
-23% -$254K 0.03% 375
2023
Q2 		$1.11M Sell
25,918
-2,129
-8% -$85.7K 0.04% 332
2023
Q1 		$1.05M Buy
28,047
+12,749
+83% +$556K 0.04% 334
2022
Q4 		$632K Sell
15,298
-5,640
-27% -$250K 0.04% 316
2022
Q3 		$842K Sell
20,938
-8,245
-28% -$354K 0.05% 239
2022
Q2 		$1.14M Sell
29,183
-11,682
-29% -$513K 0.05% 307
2022
Q1 		$1.99M Sell
40,865
-7,624
-16% -$408K 0.05% 273
2021
Q4 		$2.33M Buy
48,489
+13,664
+39% +$673K 0.05% 286
2021
Q3 		$1.63M Buy
34,825
+3,022
+10% +$140K 0.04% 315
2021
Q2 		$1.47M Sell
31,803
-8,988
-22% -$401K 0.04% 340
2021
Q1 		$1.6M Buy
+40,791
New +$1.44M 0.04% 330

Other funds holding WFC

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
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Spire Wealth Management's WFC Position: Q2 2026 in Review

Spire Wealth Management reduced its Wells Fargo (WFC) stake by 27% in Q2 2026, selling an estimated $327K and leaving 10,747 shares worth $888K. The position accounts for 0.03% of the portfolio, ranked #413.

Spire Wealth Management first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.33M in Q4 2021. 1,000 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Spire Wealth Management held 10,747 shares of Wells Fargo worth $888K as of Q2 2026.
  • Spire Wealth Management sold 4,074 Wells Fargo shares in Q2 2026, an estimated $327K.
  • Wells Fargo made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Spire Wealth Management first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Wells Fargo position peaked at $2.33M in Q4 2021.
  • 1,000 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.