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Towerpoint Wealth’s Wells Fargo WFC Stock Holding History

Towerpoint Wealth’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 		$343K Sell
4,153
-96
-2% -$7.71K 0.12% 84
2026
Q1 		$338K Hold
4,249
– – 0.14% 70
2025
Q4 		$396K Hold
4,249
– – 0.16% 65
2025
Q3 		$356K Buy
4,249
+303
+8% +$24.6K 0.15% 66
2025
Q2 		$316K Hold
3,946
– – 0.14% 70
2025
Q1 		$283K Hold
3,946
– – 0.14% 68
2024
Q4 		$277K Hold
3,946
– – 0.14% 68
2024
Q3 		$223K Hold
3,946
– – 0.11% 79
2024
Q2 		$234K Buy
3,946
+385
+11% +$22.7K 0.12% 73
2024
Q1 		$206K Buy
+3,561
New +$186K 0.1% 81
2023
Q1 		– Sell
-29,462
Closed -$82.3K – 89
2022
Q4 		$82.3K Hold
29,462
– – 0.05% 82
2022
Q3 		$81K Hold
29,462
– – 0.05% 81
2022
Q2 		$80K Hold
29,462
– – 0.05% 85
2022
Q1 		$92K Hold
29,462
– – 0.05% 88
2021
Q4 		$91K Buy
+29,462
New +$1.45M 0.04% 82

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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

Towerpoint Wealth's WFC Position: Q2 2026 in Review

Towerpoint Wealth reduced its Wells Fargo (WFC) stake by 2.3% in Q2 2026, selling an estimated $7.71K and leaving 4,153 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #84.

Towerpoint Wealth first reported a position in WFC in Q4 2021 and has held it in 15 quarters since. The position peaked at $396K in Q4 2025. 710 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Towerpoint Wealth held 4,153 shares of Wells Fargo worth $343K as of Q2 2026.
  • Towerpoint Wealth sold 96 Wells Fargo shares in Q2 2026, an estimated $7.71K.
  • Wells Fargo made up 0.12% of Towerpoint Wealth's portfolio in Q2 2026, its #84 holding.
  • Towerpoint Wealth first reported a position in Wells Fargo in Q4 2021 and has held it in 15 quarters since.
  • Towerpoint Wealth's Wells Fargo position peaked at $396K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.