Western Wealth Management
WFC icon

Western Wealth Management’s Wells Fargo WFC Stock Holding History

Western Wealth Management’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 		$867K Sell
10,830
-4,290
-28% -$371K 0.03% 503
2026
Q2 		$1.25M Sell
15,120
-751
-5% -$60.4K 0.04% 419
2026
Q1 		$1.26M Buy
15,871
+3,644
+30% +$313K 0.05% 374
2025
Q4 		$1.14M Buy
12,227
+48
+0.4% +$4.17K 0.05% 314
2025
Q3 		$1.02M Sell
12,179
-773
-6% -$62.7K 0.05% 303
2025
Q2 		$1.04M Sell
12,952
-823
-6% -$59.3K 0.06% 268
2025
Q1 		$989K Buy
13,775
+1,635
+13% +$123K 0.07% 254
2024
Q4 		$853K Sell
12,140
-10,076
-45% -$688K 0.05% 341
2024
Q3 		$1.25M Buy
22,216
+9,867
+80% +$558K 0.07% 269
2024
Q2 		$733K Sell
12,349
-34
-0.3% -$2.01K 0.05% 283
2024
Q1 		$718K Sell
12,383
-7,843
-39% -$410K 0.06% 284
2023
Q4 		$996K Sell
20,226
-362
-2% -$15.6K 0.07% 279
2023
Q3 		$841K Sell
20,588
-905
-4% -$39.1K 0.07% 281
2023
Q2 		$917K Buy
21,493
+893
+4% +$35.9K 0.08% 263
2023
Q1 		$770K Buy
20,600
+6,738
+49% +$294K 0.07% 276
2022
Q4 		$572K Sell
13,862
-19,437
-58% -$860K 0.06% 315
2022
Q3 		$1.37M Buy
33,299
+4,039
+14% +$174K 0.08% 246
2022
Q2 		$1.15M Sell
29,260
-6,005
-17% -$264K 0.07% 279
2022
Q1 		$1.71M Buy
35,265
+18,234
+107% +$976K 0.08% 224
2021
Q4 		$813K Buy
+17,031
New +$838K 0.08% 231
2021
Q2 		$773K Sell
16,943
-810
-5% -$36.2K 0.08% 259
2021
Q1 		$694K Buy
17,753
+270
+2% +$9.6K 0.09% 217
2020
Q4 		$528K Sell
17,483
-2,754
-14% -$71.3K 0.08% 242
2020
Q3 		$476K Buy
20,237
+1,068
+6% +$26.3K 0.08% 247
2020
Q2 		$491K Sell
19,169
-1
-0% -$27 0.09% 233
2020
Q1 		$547K Buy
19,170
+6,971
+57% +$296K 0.13% 175
2019
Q4 		$656K Sell
12,199
-3,119
-20% -$163K 0.1% 197
2019
Q3 		$772K Sell
15,318
-3,294
-18% -$155K 0.16% 143
2019
Q2 		$881K Sell
18,612
-318
-2% -$14.9K 0.12% 145
2019
Q1 		$914K Sell
18,930
-7,618
-29% -$375K 0.2% 120
2018
Q4 		$1.22M Buy
+26,548
New +$1.36M 0.33% 73

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Western Wealth Management's WFC Position: Q3 2026 in Review

Western Wealth Management reduced its Wells Fargo (WFC) stake by 28% in Q3 2026, selling an estimated $371K and leaving 10,830 shares worth $867K. The position accounts for 0.03% of the portfolio, ranked #503.

Western Wealth Management first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.71M in Q1 2022. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Western Wealth Management held 10,830 shares of Wells Fargo worth $867K as of Q3 2026.
  • Western Wealth Management sold 4,290 Wells Fargo shares in Q3 2026, an estimated $371K.
  • Wells Fargo made up 0.03% of Western Wealth Management's portfolio in Q3 2026, its #503 holding.
  • Western Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
  • Western Wealth Management's Wells Fargo position peaked at $1.71M in Q1 2022.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.