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Tactive Advisors’s Wells Fargo WFC Stock Holding History

Tactive Advisors’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 		$375K Sell
4,690
-500
-10% -$43.3K 0.09% 193
2026
Q2 		$429K Sell
5,190
-2,177
-30% -$175K 0.11% 166
2026
Q1 		$586K Sell
7,367
-274
-4% -$23.5K 0.17% 122
2025
Q4 		$712K Sell
7,641
-248
-3% -$21.5K 0.21% 112
2025
Q3 		$661K Sell
7,889
-378
-5% -$30.7K 0.19% 120
2025
Q2 		$662K Buy
+8,267
New +$596K 0.21% 106

Other funds holding WFC

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
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tactive Advisors's WFC Position: Q3 2026 in Review

Tactive Advisors reduced its Wells Fargo (WFC) stake by 9.6% in Q3 2026, selling an estimated $43.3K and leaving 4,690 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #193.

Tactive Advisors first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $712K in Q4 2025. 152 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Tactive Advisors held 4,690 shares of Wells Fargo worth $375K as of Q3 2026.
  • Tactive Advisors sold 500 Wells Fargo shares in Q3 2026, an estimated $43.3K.
  • Wells Fargo made up 0.09% of Tactive Advisors's portfolio in Q3 2026, its #193 holding.
  • Tactive Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
  • Tactive Advisors's Wells Fargo position peaked at $712K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.