Spire Wealth Management
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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
Q3 		$783K Sell
9,782
-965
-9% -$83.5K 0.02% 432
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 		$1.98M 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 		$1.46M 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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Spire Wealth Management's WFC Position: Q3 2026 in Review

Spire Wealth Management reduced its Wells Fargo (WFC) stake by 9% in Q3 2026, selling an estimated $83.5K and leaving 9,782 shares worth $783K. The position accounts for 0.02% of the portfolio, ranked #432.

Spire Wealth Management first reported a position in WFC in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.33M in Q4 2021. 1,421 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Spire Wealth Management held 9,782 shares of Wells Fargo worth $783K as of Q3 2026.
  • Spire Wealth Management sold 965 Wells Fargo shares in Q3 2026, an estimated $83.5K.
  • Wells Fargo made up 0.02% of Spire Wealth Management's portfolio in Q3 2026, its #432 holding.
  • Spire Wealth Management first reported a position in Wells Fargo in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Wells Fargo position peaked at $2.33M in Q4 2021.
  • 1,421 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.