UWM
WFC icon

Urban Wealth Management’s Wells Fargo WFC Stock Holding History

Urban 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
Q2 		$432K Hold
5,230
– – 0.38% 57
2026
Q1 		$416K Sell
5,230
-448
-8% -$38.5K 0.43% 48
2025
Q4 		$529K Buy
+5,678
New +$493K 0.49% 45

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Urban Wealth Management's WFC Position: Q2 2026 in Review

Urban Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 5,230 shares worth $432K. The position accounts for 0.38% of the portfolio, ranked #57.

Urban Wealth Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $529K in Q4 2025. 1,038 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Urban Wealth Management held 5,230 shares of Wells Fargo worth $432K as of Q2 2026.
  • Urban Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.38% of Urban Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Urban Wealth Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Urban Wealth Management's Wells Fargo position peaked at $529K in Q4 2025.
  • 1,038 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.