Wealthquest’s Wells Fargo WFC Stock Holding History

Wealthquest’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	$294K	Buy	3,556 +81	+2%	+$6.51K	0.02%	140
2026 Q1	$277K	Sell	3,475 -717	-17%	-$61.6K	0.02%	119
2025 Q4	$391K	Buy	+4,192	New	+$364K	0.03%	97
2025 Q3	–	Sell	-3,810	Closed	-$305K	–	133
2025 Q2	$305K	Buy	3,810 +134	+4%	+$9.66K	0.02%	103
2025 Q1	$264K	Sell	3,676 -60	-2%	-$4.5K	0.02%	104
2024 Q4	$262K	Buy	+3,736	New	+$255K	0.02%	106
2024 Q3	–	Sell	-3,548	Closed	-$211K	–	140
2024 Q2	$211K	Sell	3,548 -61	-2%	-$3.6K	0.02%	121
2024 Q1	$209K	Buy	+3,609	New	+$189K	0.02%	127
2022 Q2	–	Sell	-4,678	Closed	-$224K	–	149
2022 Q1	$224K	Hold	4,678	–	–	0.03%	134
2021 Q4	$224K	Hold	4,678	–	–	0.03%	134
2021 Q3	$217K	Hold	4,678	–	–	0.04%	123
2021 Q2	$211K	Buy	+4,678	New	+$209K	0.04%	139
2019 Q4	$389K	Hold	7,236	–	–	0.11%	88
2019 Q3	$364K	Hold	7,236	–	–	0.12%	91
2019 Q2	$342K	Sell	7,236 -225	-3%	-$10.5K	0.13%	92
2019 Q1	$360K	Sell	7,461 -224	-3%	-$11K	0.14%	86
2018 Q4	$354K	Buy	+7,685	New	+$394K	0.15%	91
2015 Q3	$369K	Buy	7,183 +213	+3%	+$11.7K	0.67%	21
2015 Q2	$392K	Hold	6,970	–	–	0.57%	21
2015 Q1	$379K	Sell	6,970 -400	-5%	-$21.6K	0.55%	24
2014 Q4	$404K	Buy	+7,370	New	+$390K	0.41%	23

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Wealthquest's WFC Position: Q2 2026 in Review

Wealthquest increased its Wells Fargo (WFC) stake by 2.3% in Q2 2026, buying an estimated $6.51K and bringing the position to 3,556 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #140.

Wealthquest first reported a position in WFC in Q4 2014 and has held it in 21 quarters since. The position peaked at $404K in Q4 2014. 960 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Wealthquest held 3,556 shares of Wells Fargo worth $294K as of Q2 2026.
Wealthquest bought 81 Wells Fargo shares in Q2 2026, an estimated $6.51K.
Wells Fargo made up 0.02% of Wealthquest's portfolio in Q2 2026, its #140 holding.
Wealthquest first reported a position in Wells Fargo in Q4 2014 and has held it in 21 quarters since.
Wealthquest's Wells Fargo position peaked at $404K in Q4 2014.
960 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.