Toth Financial Advisory’s Wells Fargo WFC Stock Holding History

Toth Financial Advisory’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	$18.7K	Buy	233 +205	+732%	+$17.7K	﹤0.01%	515
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

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

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

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

Toth Financial Advisory's WFC Position: Q3 2026 in Review

Toth Financial Advisory increased its Wells Fargo (WFC) stake by 732% in Q3 2026, buying an estimated $17.7K and bringing the position to 233 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Toth Financial Advisory first reported a position in WFC in Q4 2017 and has held it in 36 quarters since. The position peaked at $30K in Q1 2022. 152 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Toth Financial Advisory held 233 shares of Wells Fargo worth $18.7K as of Q3 2026.
Toth Financial Advisory bought 205 Wells Fargo shares in Q3 2026, an estimated $17.7K.
Wells Fargo made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #515 holding.
Toth Financial Advisory first reported a position in Wells Fargo in Q4 2017 and has held it in 36 quarters since.
Toth Financial Advisory's Wells Fargo position peaked at $30K in Q1 2022.
152 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.