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Uptown Financial Advisors’s Wells Fargo WFC Stock Holding History

Uptown Financial Advisors’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 		$243K Hold
2,940
– – 0.16% 70
2026
Q1 		$234K Hold
2,940
– – 0.19% 65
2025
Q4 		$274K Hold
2,940
– – 0.2% 63
2025
Q3 		$246K Hold
2,940
– – 0.2% 61
2025
Q2 		$236K Hold
2,940
– – 0.2% 67
2025
Q1 		$211K Hold
2,940
– – 0.22% 68
2024
Q4 		$207K Buy
+2,940
New +$201K 0.22% 59

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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

Uptown Financial Advisors's WFC Position: Q2 2026 in Review

Uptown Financial Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 2,940 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #70.

Uptown Financial Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $274K in Q4 2025. 724 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Uptown Financial Advisors held 2,940 shares of Wells Fargo worth $243K as of Q2 2026.
  • Uptown Financial Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.16% of Uptown Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Uptown Financial Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Uptown Financial Advisors's Wells Fargo position peaked at $274K in Q4 2025.
  • 724 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.