Strategic Investment Solutions’s Wells Fargo WFC Stock Holding History

Strategic Investment Solutions’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	$29K	Hold	351	–	–	0.01%	312
2026 Q1	$27.9K	Hold	351	–	–	0.01%	301
2025 Q4	$32.7K	Buy	351 +18	+5%	+$1.56K	0.01%	277
2025 Q3	$27.9K	Sell	333 -93	-22%	-$7.54K	0.01%	264
2025 Q2	$34.1K	Hold	426	–	–	0.01%	249
2025 Q1	$30.6K	Hold	426	–	–	0.01%	245
2024 Q4	$29.9K	Hold	426	–	–	0.01%	267
2024 Q3	$24K	Sell	426 -7	-2%	-$396	0.01%	260
2024 Q2	$19.1K	Buy	+433	New	+$25.6K	0.01%	268
2023 Q4	$21.7K	Sell	441 -27,235	-98%	-$1.18M	﹤0.01%	638
2023 Q3	$1.2M	Buy	27,676 +27,238	+6,219%	+$1.18M	0.01%	291
2023 Q2	$17.6K	Sell	438 -300	-41%	-$12.1K	﹤0.01%	484
2023 Q1	$27.6K	Buy	+738	New	+$32.2K	0.01%	479

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Strategic Investment Solutions's WFC Position: Q2 2026 in Review

Strategic Investment Solutions held its Wells Fargo (WFC) position steady in Q2 2026 at 351 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #312.

Strategic Investment Solutions first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.2M in Q3 2023. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Strategic Investment Solutions held 351 shares of Wells Fargo worth $29K as of Q2 2026.
Strategic Investment Solutions left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #312 holding.
Strategic Investment Solutions first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Wells Fargo position peaked at $1.2M in Q3 2023.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.