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 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%	-$7.03K	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%	+$5.63K	0.06%	156
2023 Q1	$209K	Buy	+5,595	New	+$244K	0.05%	166

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Thrive Wealth Management's WFC Position: Q2 2026 in Review

Thrive Wealth Management reduced its Wells Fargo (WFC) stake by 6.3% in Q2 2026, selling an estimated $53K and leaving 9,884 shares worth $817K. The position accounts for 0.1% of the portfolio, ranked #93.

Thrive Wealth Management first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.1M in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Thrive Wealth Management held 9,884 shares of Wells Fargo worth $817K as of Q2 2026.
Thrive Wealth Management sold 660 Wells Fargo shares in Q2 2026, an estimated $53K.
Wells Fargo made up 0.1% of Thrive Wealth Management's portfolio in Q2 2026, its #93 holding.
Thrive Wealth Management first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
Thrive Wealth Management's Wells Fargo position peaked at $1.1M in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.