StackStone Wealth’s Wells Fargo WFC Stock Holding History

StackStone 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 Q3	$1.08M	Buy	+13,510	New	+$1.17M	0.11%	175

Other funds holding WFC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

StackStone Wealth's WFC Position: Q3 2026 in Review

StackStone Wealth opened a new position in Wells Fargo (WFC) in Q3 2026: 13,510 shares worth $1.08M. The stake represents 0.11% of the portfolio and ranks #175 among its holdings.

1,156 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

StackStone Wealth held 13,510 shares of Wells Fargo worth $1.08M as of Q3 2026.
Wells Fargo was a new StackStone Wealth position in Q3 2026.
Wells Fargo made up 0.11% of StackStone Wealth's portfolio in Q3 2026, its #175 holding.
1,156 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.