Whalen Wealth Management’s Wells Fargo WFC Stock Holding History

Whalen 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	$1.16M	Buy	14,525 +129	+0.9%	+$11.2K	0.5%	56
2026 Q2	$1.19M	Buy	14,396 +3,105	+27%	+$250K	0.54%	58
2026 Q1	$899K	Sell	11,291 -2,566	-19%	-$220K	0.48%	52
2025 Q4	$1.29M	Buy	13,857 +8,058	+139%	+$700K	0.69%	35
2025 Q3	$486K	Buy	+5,799	New	+$470K	0.28%	83

Other funds holding WFC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

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

Whalen Wealth Management increased its Wells Fargo (WFC) stake by 0.9% in Q3 2026, buying an estimated $11.2K and bringing the position to 14,525 shares worth $1.16M. The position accounts for 0.5% of the portfolio, ranked #56.

Whalen Wealth Management first reported a position in WFC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q4 2025. 250 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Whalen Wealth Management held 14,525 shares of Wells Fargo worth $1.16M as of Q3 2026.
Whalen Wealth Management bought 129 Wells Fargo shares in Q3 2026, an estimated $11.2K.
Wells Fargo made up 0.5% of Whalen Wealth Management's portfolio in Q3 2026, its #56 holding.
Whalen Wealth Management first reported a position in Wells Fargo in Q3 2025 and has held it in 5 quarters since.
Whalen Wealth Management's Wells Fargo position peaked at $1.29M in Q4 2025.
250 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.