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 Q3	$427K	Buy	5,328 +1,175	+28%	+$102K	0.15%	76
2026 Q2	$343K	Sell	4,153 -96	-2%	-$7.72K	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Towerpoint Wealth's WFC Position: Q3 2026 in Review

Towerpoint Wealth increased its Wells Fargo (WFC) stake by 28% in Q3 2026, buying an estimated $102K and bringing the position to 5,328 shares worth $427K. The position accounts for 0.15% of the portfolio, ranked #76.

Towerpoint Wealth first reported a position in WFC in Q4 2021 and has held it in 16 quarters since. 1,199 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Towerpoint Wealth held 5,328 shares of Wells Fargo worth $427K as of Q3 2026.
Towerpoint Wealth bought 1,175 Wells Fargo shares in Q3 2026, an estimated $102K.
Wells Fargo made up 0.15% of Towerpoint Wealth's portfolio in Q3 2026, its #76 holding.
Towerpoint Wealth first reported a position in Wells Fargo in Q4 2021 and has held it in 16 quarters since.
1,199 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.