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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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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. 931 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.
  • 931 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.