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Voisard Asset Management Group’s Wells Fargo WFC Stock Holding History

Voisard Asset Management Group’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 		$202K Buy
+2,529
New +$219K 0.04% 111
2024
Q4 		– Sell
-1,571
Closed -$88.7K – 670
2024
Q3 		$88.7K Buy
1,571
+227
+17% +$12.8K 0.04% 141
2024
Q2 		$79.8K Sell
1,344
-720
-35% -$42.5K 0.04% 122
2024
Q1 		$120K Hold
2,064
– – 0.07% 75
2023
Q4 		$102K Buy
+2,064
New +$89.1K 0.06% 88

Other funds holding WFC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Voisard Asset Management Group's WFC Position: Q3 2026 in Review

Voisard Asset Management Group opened a new position in Wells Fargo (WFC) in Q3 2026: 2,529 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #111 among its holdings. This is a return to the name: Voisard Asset Management Group previously reported a position in WFC as recently as Q3 2024.

Voisard Asset Management Group first reported a position in WFC in Q4 2023 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Voisard Asset Management Group held 2,529 shares of Wells Fargo worth $202K as of Q3 2026.
  • Wells Fargo was a new Voisard Asset Management Group position in Q3 2026.
  • Wells Fargo made up 0.04% of Voisard Asset Management Group's portfolio in Q3 2026, its #111 holding.
  • Voisard Asset Management Group first reported a position in Wells Fargo in Q4 2023 and has held it in 5 quarters since.
  • 252 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Voisard Asset Management Group's 13F filing for Q3 2026, filed 13 Oct 2026.