Wellspring Financial Advisors’s Wells Fargo WFC Stock Holding History

Wellspring 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	$597K	Sell	7,221 -1,246	-15%	-$100K	0.04%	153
2026 Q1	$674K	Sell	8,467 -239	-3%	-$20.5K	0.05%	137
2025 Q4	$813K	Buy	8,706 +3,677	+73%	+$319K	0.06%	101
2025 Q3	$422K	Sell	5,029 -171	-3%	-$13.9K	0.04%	100
2025 Q2	$417K	Buy	+5,200	New	+$375K	0.04%	92
2024 Q4	–	Sell	-7,061	Closed	-$399K	–	177
2024 Q3	$399K	Buy	+7,061	New	+$399K	0.05%	95

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

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

Wellspring Financial Advisors reduced its Wells Fargo (WFC) stake by 15% in Q2 2026, selling an estimated $100K and leaving 7,221 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #153.

Wellspring Financial Advisors first reported a position in WFC in Q3 2024 and has held it in 6 quarters since. The position peaked at $813K in Q4 2025. 911 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Wellspring Financial Advisors held 7,221 shares of Wells Fargo worth $597K as of Q2 2026.
Wellspring Financial Advisors sold 1,246 Wells Fargo shares in Q2 2026, an estimated $100K.
Wells Fargo made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #153 holding.
Wellspring Financial Advisors first reported a position in Wells Fargo in Q3 2024 and has held it in 6 quarters since.
Wellspring Financial Advisors's Wells Fargo position peaked at $813K in Q4 2025.
911 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.