Werba Rubin Papier Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Werba Rubin Papier Wealth Management's WFC Position: Q2 2026 in Review
Werba Rubin Papier Wealth Management reduced its Wells Fargo (WFC) stake by 15% in Q2 2026, selling an estimated $53K and leaving 3,635 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #223.
Werba Rubin Papier Wealth Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $342K in Q1 2026. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Werba Rubin Papier Wealth Management held 3,635 shares of Wells Fargo worth $300K as of Q2 2026.
- Werba Rubin Papier Wealth Management sold 659 Wells Fargo shares in Q2 2026, an estimated $53K.
- Wells Fargo made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #223 holding.
- Werba Rubin Papier Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
- Werba Rubin Papier Wealth Management's Wells Fargo position peaked at $342K in Q1 2026.
- 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.