Thrive Wealth Management
WFC icon

Thrive Wealth Management’s Wells Fargo WFC Stock Holding History

Thrive Wealth 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
Q3 		$781K Sell
9,762
-122
-1% -$10.6K 0.1% 100
2026
Q2 		$817K Sell
9,884
-660
-6% -$53K 0.1% 93
2026
Q1 		$839K Sell
10,544
-1,228
-10% -$105K 0.13% 86
2025
Q4 		$1.1M Sell
11,772
-71
-0.6% -$6.16K 0.16% 69
2025
Q3 		$993K Sell
11,843
-640
-5% -$51.9K 0.15% 76
2025
Q2 		$1M Buy
12,483
+1,950
+19% +$141K 0.16% 75
2025
Q1 		$756K Buy
10,533
+3,080
+41% +$231K 0.14% 88
2024
Q4 		$523K Sell
7,453
-21
-0.3% -$1.43K 0.09% 115
2024
Q3 		$422K Sell
7,474
-25
-0.3% -$1.41K 0.08% 130
2024
Q2 		$445K Sell
7,499
-119
-2% -$7.02K 0.09% 118
2024
Q1 		$442K Buy
7,618
+737
+11% +$38.6K 0.09% 116
2023
Q4 		$339K Buy
6,881
+1,386
+25% +$59.8K 0.08% 132
2023
Q3 		$225K Sell
5,495
-240
-4% -$10.4K 0.06% 156
2023
Q2 		$245K Buy
5,735
+140
+3% +$5.64K 0.06% 156
2023
Q1 		$209K Buy
+5,595
New +$244K 0.05% 166

Other funds holding WFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Thrive Wealth Management's WFC Position: Q3 2026 in Review

Thrive Wealth Management reduced its Wells Fargo (WFC) stake by 1.2% in Q3 2026, selling an estimated $10.6K and leaving 9,762 shares worth $781K. The position accounts for 0.1% of the portfolio, ranked #100.

Thrive Wealth Management first reported a position in WFC in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.1M in Q4 2025. 729 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Thrive Wealth Management held 9,762 shares of Wells Fargo worth $781K as of Q3 2026.
  • Thrive Wealth Management sold 122 Wells Fargo shares in Q3 2026, an estimated $10.6K.
  • Wells Fargo made up 0.1% of Thrive Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Thrive Wealth Management first reported a position in Wells Fargo in Q1 2023 and has held it in 15 quarters since.
  • Thrive Wealth Management's Wells Fargo position peaked at $1.1M in Q4 2025.
  • 729 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.