Turtle Creek Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Turtle Creek Wealth Advisors's WFC Position: Q2 2026 in Review
Turtle Creek Wealth Advisors reduced its Wells Fargo (WFC) stake by 14% in Q2 2026, selling an estimated $191K and leaving 14,471 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #147.
Turtle Creek Wealth Advisors first reported a position in WFC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.74M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Turtle Creek Wealth Advisors held 14,471 shares of Wells Fargo worth $1.2M as of Q2 2026.
- Turtle Creek Wealth Advisors sold 2,373 Wells Fargo shares in Q2 2026, an estimated $191K.
- Wells Fargo made up 0.06% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #147 holding.
- Turtle Creek Wealth Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 9 quarters since.
- Turtle Creek Wealth Advisors's Wells Fargo position peaked at $1.74M in Q4 2025.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.