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RAFFA WEALTH MANAGEMENT, LLC’s Wells Fargo WFC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$37.4K Sell
453
-51
-10% -$4.1K ﹤0.01% 200
2026
Q1 		$40.1K Buy
504
+92
+22% +$7.9K 0.01% 182
2025
Q4 		$38.4K Buy
412
+51
+14% +$4.43K 0.01% 186
2025
Q3 		$30.3K Buy
361
+60
+20% +$4.87K 0.01% 205
2025
Q2 		$24.1K Sell
301
-95
-24% -$6.85K ﹤0.01% 246
2025
Q1 		$28.4K Hold
396
– – 0.01% 182
2024
Q4 		$27.8K Buy
396
+82
+26% +$5.6K 0.01% 195
2024
Q3 		$17.7K Hold
314
– – ﹤0.01% 240
2024
Q2 		$18.6K Hold
314
– – 0.01% 335
2024
Q1 		$18.2K Sell
314
-52
-14% -$2.72K 0.01% 323
2023
Q4 		$18K Hold
366
– – 0.01% 214
2023
Q3 		$15K Hold
366
– – 0.01% 222
2023
Q2 		$15.6K Hold
366
– – 0.01% 224
2023
Q1 		$13.7K Hold
366
– – 0.01% 250
2022
Q4 		$15.1K Hold
366
– – 0.01% 232
2022
Q3 		$14.7K Hold
366
– – 0.01% 233
2022
Q2 		$14.3K Hold
366
– – 0.01% 250
2022
Q1 		$17.7K Hold
366
– – 0.01% 228
2021
Q4 		$17.6K Buy
366
+97
+36% +$4.78K 0.01% 232
2021
Q3 		$12.5K Hold
269
– – ﹤0.01% 234
2021
Q2 		$12.2K Sell
269
-127
-32% -$5.67K ﹤0.01% 243
2021
Q1 		$15.5K Buy
396
+58
+17% +$2.05K 0.01% 226
2020
Q4 		$10.2K Hold
338
– – ﹤0.01% 247
2020
Q3 		$7.95K Hold
338
– – ﹤0.01% 262
2020
Q2 		$8.65K Hold
338
– – ﹤0.01% 239
2020
Q1 		$9.7K Sell
338
-2,315
-87% -$98.4K ﹤0.01% 209
2019
Q4 		$143K Buy
2,653
+1,785
+206% +$93.5K 0.05% 85
2019
Q3 		$43.8K Buy
+868
New +$40.9K 0.02% 139
2019
Q2 		– Sell
-338
Closed -$16.3K – 1398
2019
Q1 		$16.3K Hold
338
– – 0.01% 163
2018
Q4 		$15.6K Hold
338
– – 0.01% 185
2018
Q3 		$17.8K Hold
338
– – 0.01% 188
2018
Q2 		$18.7K Hold
338
– – 0.01% 175
2018
Q1 		$17.7K Buy
+338
New +$20.1K 0.01% 173
2017
Q4 		– Sell
-238
Closed -$13.1K – 286
2017
Q3 		$13.1K Hold
238
– – 0.01% 190
2017
Q2 		$13.2K Sell
238
-500
-68% -$26.8K 0.01% 186
2017
Q1 		$41.1K Buy
738
+3
+0.4% +$170 0.02% 110
2016
Q4 		$40.5K Buy
735
+37
+5% +$1.86K 0.02% 110
2016
Q3 		$30.9K Buy
698
+400
+134% +$19.1K 0.02% 117
2016
Q2 		$14.1K Hold
298
– – 0.01% 152
2016
Q1 		$14.4K Hold
298
– – 0.01% 161
2015
Q4 		$16.2K Hold
298
– – 0.01% 152
2015
Q3 		$15.3K Sell
298
-1
-0.3% -$55 0.01% 149
2015
Q2 		$16.8K Hold
299
– – 0.01% 139
2015
Q1 		$16.3K Buy
299
+102
+52% +$5.51K 0.01% 125
2014
Q4 		$10.8K Hold
197
– – 0.01% 134
2014
Q3 		$10.2K Buy
+197
New +$10.1K 0.01% 140
2014
Q1 		– Sell
-197
Closed -$10.8K – 732
2013
Q4 		$10.8K Buy
+197
New +$8.51K 0.01% 134

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

RAFFA WEALTH MANAGEMENT, LLC's WFC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Wells Fargo (WFC) stake by 10% in Q2 2026, selling an estimated $4.1K and leaving 453 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WFC in Q4 2013 and has held it in 47 quarters since. The position peaked at $143K in Q4 2019. 1,014 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 453 shares of Wells Fargo worth $37.4K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 51 Wells Fargo shares in Q2 2026, an estimated $4.1K.
  • Wells Fargo made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #200 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Wells Fargo in Q4 2013 and has held it in 47 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Wells Fargo position peaked at $143K in Q4 2019.
  • 1,014 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.