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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
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

Tactive Advisors's WFC Position: Q2 2026 in Review

Tactive Advisors reduced its Wells Fargo (WFC) stake by 30% in Q2 2026, selling an estimated $175K and leaving 5,190 shares worth $429K. The position accounts for 0.11% of the portfolio, ranked #166.

Tactive Advisors first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $712K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Tactive Advisors held 5,190 shares of Wells Fargo worth $429K as of Q2 2026.
  • Tactive Advisors sold 2,177 Wells Fargo shares in Q2 2026, an estimated $175K.
  • Wells Fargo made up 0.11% of Tactive Advisors's portfolio in Q2 2026, its #166 holding.
  • Tactive Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Tactive Advisors's Wells Fargo position peaked at $712K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.