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Successful Portfolios’s Wells Fargo WFC Stock Holding History

Successful Portfolios’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 		$382K Sell
4,713
-8
-0.2% -$692 0.18% 112
2026
Q2 		$411K Buy
4,721
+1
+0% +$80 0.19% 106
2026
Q1 		$367K Sell
4,720
-59
-1% -$5.07K 0.2% 100
2025
Q4 		$459K Buy
4,779
+61
+1% +$5.3K 0.23% 91
2025
Q3 		$395K Sell
4,718
-127
-3% -$10.3K 0.23% 91
2025
Q2 		$388K Buy
4,845
+1
+0% +$72 0.24% 89
2025
Q1 		$348K Sell
4,844
-24
-0.5% -$1.8K 0.24% 89
2024
Q4 		$342K Sell
4,868
-49
-1% -$3.35K 0.23% 92
2024
Q3 		$278K Buy
4,917
+2
+0% +$113 0.19% 112
2024
Q2 		$292K Sell
4,915
-1,349
-22% -$79.6K 0.2% 101
2024
Q1 		$363K Sell
6,264
-954
-13% -$49.9K 0.25% 93
2023
Q4 		$355K Buy
7,218
+1,791
+33% +$77.3K 0.27% 86
2023
Q3 		$222K Sell
5,427
-46
-0.8% -$1.99K 0.2% 121
2023
Q2 		$234K Sell
5,473
-1,266
-19% -$51K 0.2% 119
2023
Q1 		$252K Sell
6,739
-134
-2% -$5.84K 0.16% 148
2022
Q4 		$284K Sell
6,873
-164
-2% -$7.26K 0.19% 144
2022
Q3 		$283K Buy
7,037
+147
+2% +$6.32K 0.21% 132
2022
Q2 		$270K Sell
6,890
-1,091
-14% -$47.9K 0.18% 141
2022
Q1 		$387K Sell
7,981
-243
-3% -$13K 0.22% 114
2021
Q4 		$395K Sell
8,224
-7
-0.1% -$345 0.21% 118
2021
Q3 		$382K Buy
8,231
+615
+8% +$28.5K 0.23% 117
2021
Q2 		$345K Sell
7,616
-260
-3% -$11.6K 0.21% 123
2021
Q1 		$308K Buy
+7,876
New +$279K 0.2% 128
2020
Q1 		– Sell
-3,962
Closed -$213K – 172
2019
Q4 		$213K Sell
3,962
-350
-8% -$18.3K 0.19% 144
2019
Q3 		$217K Buy
+4,312
New +$203K 0.2% 134
2018
Q4 		– Sell
-4,528
Closed -$238K – 140
2018
Q3 		$238K Sell
4,528
-423
-9% -$24.2K 0.26% 115
2018
Q2 		$274K Sell
4,951
-323
-6% -$17.3K 0.32% 98
2018
Q1 		$276K Buy
5,274
+248
+5% +$14.7K 0.34% 96
2017
Q4 		$305K Buy
+5,026
New +$284K 0.38% 89

Other funds holding WFC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Successful Portfolios's WFC Position: Q3 2026 in Review

Successful Portfolios reduced its Wells Fargo (WFC) stake by 0.17% in Q3 2026, selling an estimated $692 and leaving 4,713 shares worth $382K. The position accounts for 0.18% of the portfolio, ranked #112.

Successful Portfolios first reported a position in WFC in Q4 2017 and has held it in 29 quarters since. The position peaked at $459K in Q4 2025. 292 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Successful Portfolios held 4,713 shares of Wells Fargo worth $382K as of Q3 2026.
  • Successful Portfolios sold 8 Wells Fargo shares in Q3 2026, an estimated $692.
  • Wells Fargo made up 0.18% of Successful Portfolios's portfolio in Q3 2026, its #112 holding.
  • Successful Portfolios first reported a position in Wells Fargo in Q4 2017 and has held it in 29 quarters since.
  • Successful Portfolios's Wells Fargo position peaked at $459K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.