United Wealth Management
WFC icon

United Wealth Management’s Wells Fargo WFC Stock Holding History

United Wealth Management’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 		$306K Hold
3,818
– – 0.08% 20
2026
Q2 		$316K Hold
3,818
– – 0.07% 22
2026
Q1 		$304K Hold
3,818
– – 0.08% 20
2025
Q4 		$356K Hold
3,818
– – 0.09% 21
2025
Q3 		$320K Hold
3,818
– – 0.09% 21
2025
Q2 		$306K Hold
3,818
– – 0.09% 21
2025
Q1 		$274K Sell
3,818
-980
-20% -$73.6K 0.09% 20
2024
Q4 		$337K Buy
+4,798
New +$328K 0.11% 20

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

United Wealth Management's WFC Position: Q3 2026 in Review

United Wealth Management held its Wells Fargo (WFC) position steady in Q3 2026 at 3,818 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #20.

United Wealth Management first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $356K in Q4 2025. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • United Wealth Management held 3,818 shares of Wells Fargo worth $306K as of Q3 2026.
  • United Wealth Management left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.08% of United Wealth Management's portfolio in Q3 2026, its #20 holding.
  • United Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • United Wealth Management's Wells Fargo position peaked at $356K in Q4 2025.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.