StrongBox Wealth’s Wells Fargo WFC Stock Holding History

StrongBox 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	$71K	Buy	+859	New	+$69K	0.02%	148

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

StrongBox Wealth's WFC Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Wells Fargo (WFC) in Q2 2026: 859 shares worth $71K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings.

909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

StrongBox Wealth held 859 shares of Wells Fargo worth $71K as of Q2 2026.
Wells Fargo was a new StrongBox Wealth position in Q2 2026.
Wells Fargo made up 0.02% of StrongBox Wealth's portfolio in Q2 2026, its #148 holding.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.