Synergy Asset Management’s Wells Fargo WFC Stock Holding History

Synergy Asset Management’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	$5.47M	Buy	66,211 +1,904	+3%	+$153K	0.52%	37
2026 Q1	$5.12M	Sell	64,307 -1,100	-2%	-$94.5K	0.54%	40
2025 Q4	$6.1M	Sell	65,407 -62,591	-49%	-$5.43M	0.63%	32
2025 Q3	$10.7M	Buy	+127,998	New	+$10.4M	0.39%	48
2025 Q2	–	Sell	-15,540	Closed	-$1.12M	–	228
2025 Q1	$1.12M	Sell	15,540 -9,176	-37%	-$689K	0.14%	86
2024 Q4	$1.4M	Hold	24,716	–	–	0.11%	104
2024 Q3	$1.4M	Buy	+24,716	New	+$1.4M	0.21%	75

Other funds holding WFC

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Synergy Asset Management's WFC Position: Q2 2026 in Review

Synergy Asset Management increased its Wells Fargo (WFC) stake by 3% in Q2 2026, buying an estimated $153K and bringing the position to 66,211 shares worth $5.47M. The position accounts for 0.52% of the portfolio, ranked #37.

Synergy Asset Management first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.7M in Q3 2025. 924 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Synergy Asset Management held 66,211 shares of Wells Fargo worth $5.47M as of Q2 2026.
Synergy Asset Management bought 1,904 Wells Fargo shares in Q2 2026, an estimated $153K.
Wells Fargo made up 0.52% of Synergy Asset Management's portfolio in Q2 2026, its #37 holding.
Synergy Asset Management first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
Synergy Asset Management's Wells Fargo position peaked at $10.7M in Q3 2025.
924 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.