True Wealth Design’s Wells Fargo WFC Stock Holding History

True Wealth Design’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	$197K	Buy	2,380 +1,247	+110%	+$100K	0.05%	120
2026 Q1	$90.2K	Buy	1,133 +620	+121%	+$53.3K	0.03%	238
2025 Q4	$47.8K	Sell	513 -36	-7%	-$3.13K	0.01%	348
2025 Q3	$46K	Buy	549 +30	+6%	+$2.43K	0.01%	337
2025 Q2	$41.5K	Sell	519 -57	-10%	-$4.11K	0.01%	231
2025 Q1	$41.3K	Buy	576 +160	+38%	+$12K	0.02%	224
2024 Q4	$29.2K	Buy	416 +36	+9%	+$2.46K	0.01%	267
2024 Q3	$21.5K	Buy	+380	New	+$21.5K	0.01%	316
2023 Q2	–	Sell	-220	Closed	-$8.22K	–	876
2023 Q1	$8.22K	Buy	+220	New	+$9.59K	﹤0.01%	250

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

True Wealth Design's WFC Position: Q2 2026 in Review

True Wealth Design increased its Wells Fargo (WFC) stake by 110% in Q2 2026, buying an estimated $100K and bringing the position to 2,380 shares worth $197K. The position accounts for 0.05% of the portfolio, ranked #120.

True Wealth Design first reported a position in WFC in Q1 2023 and has held it in 9 quarters since. 1,085 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

True Wealth Design held 2,380 shares of Wells Fargo worth $197K as of Q2 2026.
True Wealth Design bought 1,247 Wells Fargo shares in Q2 2026, an estimated $100K.
Wells Fargo made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #120 holding.
True Wealth Design first reported a position in Wells Fargo in Q1 2023 and has held it in 9 quarters since.
1,085 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.