XWM
WFC icon

Xcel Wealth Management’s Wells Fargo WFC Stock Holding History

Xcel 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
Q2 		$457K Sell
5,536
-17,569
-76% -$1.41M 0.11% 111
2026
Q1 		$1.84M Sell
23,105
-6,434
-22% -$553K 0.51% 54
2025
Q4 		$2.75M Sell
29,539
-326
-1% -$28.3K 0.7% 38
2025
Q3 		$2.5M Sell
29,865
-10
-0% -$811 0.65% 42
2025
Q2 		$2.39M Buy
29,875
+306
+1% +$22.1K 0.68% 41
2025
Q1 		$2.12M Hold
29,569
– – 0.66% 40
2024
Q4 		$2.08M Sell
29,569
-482
-2% -$32.9K 0.58% 38
2024
Q3 		$1.7M Sell
30,051
-1,558
-5% -$88.1K 0.5% 44
2024
Q2 		$1.88M Sell
31,609
-10,970
-26% -$648K 0.59% 41
2024
Q1 		$2.47M Sell
42,579
-1,231
-3% -$64.4K 0.77% 32
2023
Q4 		$2.16M Sell
43,810
-1,300
-3% -$56.1K 0.76% 36
2023
Q3 		$1.84M Sell
45,110
-3,625
-7% -$157K 0.73% 38
2023
Q2 		$2.08M Buy
48,735
+1,832
+4% +$73.7K 0.66% 43
2023
Q1 		$1.75M Buy
46,903
+1,230
+3% +$53.6K 0.62% 46
2022
Q4 		$1.89M Sell
45,673
-4,000
-8% -$177K 0.74% 40
2022
Q3 		$2M Buy
49,673
+800
+2% +$34.4K 0.74% 43
2022
Q2 		$1.91M Sell
48,873
-596
-1% -$26.2K 0.7% 42
2022
Q1 		$2.4M Sell
49,469
-2,734
-5% -$146K 0.66% 47
2021
Q4 		$2.5M Sell
52,203
-338
-0.6% -$16.6K 0.64% 46
2021
Q3 		$2.44M Buy
52,541
+22,900
+77% +$1.06M 0.71% 42
2021
Q2 		$1.34M Buy
29,641
+93
+0.3% +$4.15K 0.41% 58
2021
Q1 		$1.15M Buy
+29,548
New +$1.05M 0.41% 58
2019
Q2 		– Sell
-4,398
Closed -$212K – 80
2019
Q1 		$212K Sell
4,398
-4,713
-52% -$232K 0.22% 76
2018
Q4 		$419K Buy
+9,111
New +$467K 0.51% 42

Other funds holding WFC

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Xcel Wealth Management's WFC Position: Q2 2026 in Review

Xcel Wealth Management reduced its Wells Fargo (WFC) stake by 76% in Q2 2026, selling an estimated $1.41M and leaving 5,536 shares worth $457K. The position accounts for 0.11% of the portfolio, ranked #111.

Xcel Wealth Management first reported a position in WFC in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.75M in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Xcel Wealth Management held 5,536 shares of Wells Fargo worth $457K as of Q2 2026.
  • Xcel Wealth Management sold 17,569 Wells Fargo shares in Q2 2026, an estimated $1.41M.
  • Wells Fargo made up 0.11% of Xcel Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Xcel Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 24 quarters since.
  • Xcel Wealth Management's Wells Fargo position peaked at $2.75M in Q4 2025.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.