SW
WFC icon

SteelPeak Wealth’s Wells Fargo WFC Stock Holding History

SteelPeak 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
Q2 		$7.09M Buy
85,773
+34,445
+67% +$2.77M 0.18% 102
2026
Q1 		$4.09M Buy
51,328
+11,024
+27% +$947K 0.12% 124
2025
Q4 		$3.76M Sell
40,304
-12,623
-24% -$1.1M 0.12% 130
2025
Q3 		$4.44M Buy
52,927
+12,756
+32% +$1.03M 0.15% 110
2025
Q2 		$3.22M Buy
40,171
+30,906
+334% +$2.23M 0.12% 128
2025
Q1 		$665K Buy
9,265
+3,070
+50% +$230K 0.03% 309
2024
Q4 		$435K Sell
6,195
-1,128
-15% -$77K 0.02% 356
2024
Q3 		$414K Buy
7,323
+311
+4% +$17.6K 0.02% 344
2024
Q2 		$416K Sell
7,012
-10,602
-60% -$626K 0.02% 336
2024
Q1 		$1.02M Sell
17,614
-67,622
-79% -$3.54M 0.05% 215
2023
Q4 		$4.2M Sell
85,236
-210,949
-71% -$9.1M 0.24% 89
2023
Q3 		$12.1M Buy
296,185
+265,081
+852% +$11.4M 0.76% 31
2023
Q2 		$1.33M Buy
31,104
+2,693
+9% +$108K 0.08% 161
2023
Q1 		$1.06M Buy
28,411
+6,539
+30% +$285K 0.07% 162
2022
Q4 		$903K Buy
21,872
+7,670
+54% +$339K 0.07% 180
2022
Q3 		$571K Sell
14,202
-1,100
-7% -$47.3K 0.04% 225
2022
Q2 		$599K Sell
15,302
-900
-6% -$39.5K 0.04% 231
2022
Q1 		$785K Buy
16,202
+1,417
+10% +$75.8K 0.04% 214
2021
Q4 		$709K Sell
14,785
-1,214
-8% -$59.8K 0.04% 210
2021
Q3 		$743K Sell
15,999
-894
-5% -$41.4K 0.05% 200
2021
Q2 		$765K Buy
16,893
+2,367
+16% +$106K 0.05% 202
2021
Q1 		$568K Sell
14,526
-3,477
-19% -$123K 0.04% 219
2020
Q4 		$543K Sell
18,003
-24,906
-58% -$645K 0.05% 203
2020
Q3 		$1.01M Sell
42,909
-7,114
-14% -$175K 0.11% 139
2020
Q2 		$1.28M Buy
50,023
+35,711
+250% +$977K 0.16% 101
2020
Q1 		$411K Buy
14,312
+373
+3% +$15.9K 0.06% 156
2019
Q4 		$750K Buy
+13,939
New +$730K 0.1% 156

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

SteelPeak Wealth's WFC Position: Q2 2026 in Review

SteelPeak Wealth increased its Wells Fargo (WFC) stake by 67% in Q2 2026, buying an estimated $2.77M and bringing the position to 85,773 shares worth $7.09M. The position accounts for 0.18% of the portfolio, ranked #102.

SteelPeak Wealth first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.1M in Q3 2023. 927 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • SteelPeak Wealth held 85,773 shares of Wells Fargo worth $7.09M as of Q2 2026.
  • SteelPeak Wealth bought 34,445 Wells Fargo shares in Q2 2026, an estimated $2.77M.
  • Wells Fargo made up 0.18% of SteelPeak Wealth's portfolio in Q2 2026, its #102 holding.
  • SteelPeak Wealth first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Wells Fargo position peaked at $12.1M in Q3 2023.
  • 927 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.