Western Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Western Wealth Management's WFC Position: Q2 2026 in Review
Western Wealth Management reduced its Wells Fargo (WFC) stake by 4.7% in Q2 2026, selling an estimated $60.4K and leaving 15,120 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #419.
Western Wealth Management first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.71M in Q1 2022. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Western Wealth Management held 15,120 shares of Wells Fargo worth $1.25M as of Q2 2026.
- Western Wealth Management sold 751 Wells Fargo shares in Q2 2026, an estimated $60.4K.
- Wells Fargo made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #419 holding.
- Western Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
- Western Wealth Management's Wells Fargo position peaked at $1.71M in Q1 2022.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.