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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
2020
Q3 		– Sell
-500
Closed -$13K – 614
2020
Q2 		$13K Buy
+500
New +$13.7K ﹤0.01% 330

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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
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
SC
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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 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. 165 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.
  • 165 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.