Unique Wealth Strategies’s Wells Fargo WFC Stock Holding History

Unique Wealth Strategies’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	$1.22M	Sell	14,823 -20	-0.1%	-$1.61K	0.45%	48
2026 Q1	$1.18M	Sell	14,843 -5,196	-26%	-$446K	0.48%	50
2025 Q4	$1.87M	Sell	20,039 -216	-1%	-$18.8K	0.73%	28
2025 Q3	$1.7M	Buy	20,255 +113	+0.6%	+$9.16K	0.66%	31
2025 Q2	$1.61M	Sell	20,142 -253	-1%	-$18.2K	0.67%	34
2025 Q1	$1.46M	Sell	20,395 -389	-2%	-$29.2K	0.66%	38
2024 Q4	$1.46M	Sell	20,784 -1,559	-7%	-$106K	0.63%	38
2024 Q3	$1.26M	Buy	22,343 +631	+3%	+$35.7K	0.53%	48
2024 Q2	$1.26M	Hold	21,712	–	–	0.59%	37
2024 Q1	$1.26M	Buy	21,712 +3,055	+16%	+$160K	0.62%	37
2023 Q4	$918K	Buy	+18,657	New	+$805K	0.61%	46

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Unique Wealth Strategies's WFC Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Wells Fargo (WFC) stake by 0.13% in Q2 2026, selling an estimated $1.61K and leaving 14,823 shares worth $1.22M. The position accounts for 0.45% of the portfolio, ranked #48.

Unique Wealth Strategies first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.87M in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Unique Wealth Strategies held 14,823 shares of Wells Fargo worth $1.22M as of Q2 2026.
Unique Wealth Strategies sold 20 Wells Fargo shares in Q2 2026, an estimated $1.61K.
Wells Fargo made up 0.45% of Unique Wealth Strategies's portfolio in Q2 2026, its #48 holding.
Unique Wealth Strategies first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's Wells Fargo position peaked at $1.87M in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.