SW
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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
2022
Q2 		– Sell
-100
Closed -$5K – 488
2022
Q1 		$5K Hold
100
– – ﹤0.01% 430
2021
Q4 		$5K Buy
+100
New +$4.92K ﹤0.01% 416
2020
Q2 		– Sell
-100
Closed -$3K – 321
2020
Q1 		$3K Buy
+100
New +$4.25K ﹤0.01% 251

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. 945 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.
  • 945 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.