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Wolff Wiese Magana’s Wells Fargo WFC Stock Holding History

Wolff Wiese Magana’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 		$13.2K Hold
160
– – 0.01% 448
2026
Q1 		$12.7K Hold
160
– – 0.01% 424
2025
Q4 		$14.9K Hold
160
– – 0.01% 363
2025
Q3 		$13.4K Hold
160
– – 0.01% 392
2025
Q2 		$12.8K Hold
160
– – 0.01% 359
2025
Q1 		$11.5K Hold
160
– – 0.01% 380
2024
Q4 		$11.2K Sell
160
-60
-27% -$4.1K 0.01% 407
2024
Q3 		$12.4K Buy
220
+60
+38% +$3.39K 0.01% 394
2024
Q2 		$9.5K Hold
160
– – 0.01% 330
2024
Q1 		$9.27K Hold
160
– – 0.01% 308
2023
Q4 		$7.88K Buy
160
+25
+19% +$1.08K 0.01% 315
2023
Q3 		$5.52K Sell
135
-10
-7% -$432 ﹤0.01% 423
2023
Q2 		$6.19K Buy
145
+40
+38% +$1.61K ﹤0.01% 412
2023
Q1 		$3.92K Sell
105
-60
-36% -$2.62K ﹤0.01% 455
2022
Q4 		$6.81K Sell
165
-3,372
-95% -$149K 0.01% 371
2022
Q3 		$143K Sell
3,537
-97
-3% -$4.17K 0.11% 137
2022
Q2 		$142K Sell
3,634
-1,047
-22% -$45.9K 0.1% 143
2022
Q1 		$227K Sell
4,681
-125
-3% -$6.69K 0.15% 114
2021
Q4 		$230K Buy
4,806
+142
+3% +$6.99K 0.15% 121
2021
Q3 		$217K Sell
4,664
-250
-5% -$11.6K 0.15% 121
2021
Q2 		$223K Buy
4,914
+714
+17% +$31.9K 0.16% 113
2021
Q1 		$164K Buy
4,200
+2,550
+155% +$90.3K 0.13% 136
2020
Q4 		$50K Buy
+1,650
New +$42.7K 0.04% 266

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wolff Wiese Magana's WFC Position: Q2 2026 in Review

Wolff Wiese Magana held its Wells Fargo (WFC) position steady in Q2 2026 at 160 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #448.

Wolff Wiese Magana first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $230K in Q4 2021. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wolff Wiese Magana held 160 shares of Wells Fargo worth $13.2K as of Q2 2026.
  • Wolff Wiese Magana left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #448 holding.
  • Wolff Wiese Magana first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's Wells Fargo position peaked at $230K in Q4 2021.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.