Twin Peaks Wealth Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$325K Buy
3,936
+688
+21% +$55.3K 0.07% 154
2026
Q1
$259K Sell
3,248
-169
-5% -$14.5K 0.07% 154
2025
Q4
$323K Buy
3,417
+641
+23% +$55.6K 0.09% 138
2025
Q3
$233K Buy
2,776
+42
+2% +$3.41K 0.08% 156
2025
Q2
$217K Buy
+2,734
New +$197K 0.07% 151

Other funds holding WFC

Twin Peaks Wealth Advisors's WFC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Wells Fargo (WFC) stake by 21% in Q2 2026, buying an estimated $55.3K and bringing the position to 3,936 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #154.

Twin Peaks Wealth Advisors first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Twin Peaks Wealth Advisors held 3,936 shares of Wells Fargo worth $325K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 688 Wells Fargo shares in Q2 2026, an estimated $55.3K.
  • Wells Fargo made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • Twin Peaks Wealth Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.