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1620 Investment Advisors’s Wells Fargo WFC Stock Holding History

1620 Investment Advisors’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 		$96.7K Hold
1,170
– – 0.06% 256
2026
Q1 		$93.1K Hold
1,170
– – 0.06% 244
2025
Q4 		$109K Hold
1,170
– – 0.07% 225
2025
Q3 		$98.1K Buy
+1,170
New +$94.9K 0.07% 235
2024
Q4 		– Sell
-98
Closed -$5.56K – 753
2024
Q3 		$5.56K Buy
98
+40
+69% +$2.26K ﹤0.01% 520
2024
Q2 		$3.44K Buy
+58
New +$3.42K ﹤0.01% 530

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

1620 Investment Advisors's WFC Position: Q2 2026 in Review

1620 Investment Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 1,170 shares worth $96.7K. The position accounts for 0.06% of the portfolio, ranked #256.

1620 Investment Advisors first reported a position in WFC in Q2 2024 and has held it in 6 quarters since. The position peaked at $109K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • 1620 Investment Advisors held 1,170 shares of Wells Fargo worth $96.7K as of Q2 2026.
  • 1620 Investment Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.06% of 1620 Investment Advisors's portfolio in Q2 2026, its #256 holding.
  • 1620 Investment Advisors first reported a position in Wells Fargo in Q2 2024 and has held it in 6 quarters since.
  • 1620 Investment Advisors's Wells Fargo position peaked at $109K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.