Toth Financial Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.31K | Sell |
28
-219
| -89% | -$17.6K | ﹤0.01% | 735 |
|
|
2026
Q1 | $19.7K | Buy |
247
+8
| +3% | +$687 | ﹤0.01% | 488 |
|
|
2025
Q4 | $22.3K | Buy |
239
+44
| +23% | +$3.82K | ﹤0.01% | 470 |
|
|
2025
Q3 | $16.3K | Buy |
195
+2
| +1% | +$162 | ﹤0.01% | 488 |
|
|
2025
Q2 | $15.5K | Hold |
193
| – | – | ﹤0.01% | 447 |
|
|
2025
Q1 | $13.9K | Buy |
193
+165
| +589% | +$12.4K | ﹤0.01% | 433 |
|
|
2024
Q4 | $1.97K | Hold |
28
| – | – | ﹤0.01% | 589 |
|
|
2024
Q3 | $1.58K | Sell |
28
-65
| -70% | -$3.68K | ﹤0.01% | 623 |
|
|
2024
Q2 | $5.52K | Hold |
93
| – | – | ﹤0.01% | 519 |
|
|
2024
Q1 | $5.39K | Hold |
93
| – | – | ﹤0.01% | 519 |
|
|
2023
Q4 | $4.58K | Hold |
93
| – | – | ﹤0.01% | 542 |
|
|
2023
Q3 | $3.8K | Hold |
93
| – | – | ﹤0.01% | 568 |
|
|
2023
Q2 | $3.97K | Hold |
93
| – | – | ﹤0.01% | 575 |
|
|
2023
Q1 | $3.48K | Sell |
93
-12
| -11% | -$523 | ﹤0.01% | 585 |
|
|
2022
Q4 | $4.33K | Buy |
105
+12
| +13% | +$531 | ﹤0.01% | 519 |
|
|
2022
Q3 | $4K | Hold |
93
| – | – | ﹤0.01% | 584 |
|
|
2022
Q2 | $4K | Sell |
93
-535
| -85% | -$23.5K | ﹤0.01% | 538 |
|
|
2022
Q1 | $30K | Buy |
628
+600
| +2,143% | +$32.1K | ﹤0.01% | 340 |
|
|
2021
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 721 |
|
|
2021
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 731 |
|
|
2021
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 656 |
|
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 584 |
|
|
2020
Q3 | $1K | Sell |
28
-641
| -96% | -$15.8K | ﹤0.01% | 534 |
|
|
2020
Q2 | $17K | Buy |
669
+623
| +1,354% | +$17K | ﹤0.01% | 302 |
|
|
2020
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 438 |
|
|
2019
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 434 |
|
|
2019
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 429 |
|
|
2019
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 425 |
|
|
2019
Q1 | $2K | Buy |
46
+18
| +64% | +$885 | ﹤0.01% | 398 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 399 |
|
|
2018
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 422 |
|
|
2018
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 404 |
|
|
2018
Q1 | $1K | Sell |
28
-442
| -94% | -$26.3K | ﹤0.01% | 420 |
|
|
2017
Q4 | $29K | Buy |
+470
| New | +$26.5K | 0.01% | 248 |
|
Other funds holding WFC
LMFP
CF
DJC
BPC
FWCM
DC
Toth Financial Advisory's WFC Position: Q2 2026 in Review
Toth Financial Advisory reduced its Wells Fargo (WFC) stake by 89% in Q2 2026, selling an estimated $17.6K and leaving 28 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #735.
Toth Financial Advisory first reported a position in WFC in Q4 2017 and has held it in 35 quarters since. The position peaked at $30K in Q1 2022. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Toth Financial Advisory held 28 shares of Wells Fargo worth $2.31K as of Q2 2026.
- Toth Financial Advisory sold 219 Wells Fargo shares in Q2 2026, an estimated $17.6K.
- Wells Fargo made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #735 holding.
- Toth Financial Advisory first reported a position in Wells Fargo in Q4 2017 and has held it in 35 quarters since.
- Toth Financial Advisory's Wells Fargo position peaked at $30K in Q1 2022.
- 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.