180 Wealth Advisors’s Wells Fargo WFC Stock Holding History

180 Wealth 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	$804K	Sell	9,731 -363	-4%	-$29.2K	0.08%	225
2026 Q1	$804K	Sell	10,094 -250	-2%	-$21.5K	0.09%	219
2025 Q4	$964K	Buy	10,344 +4,456	+76%	+$387K	0.11%	185
2025 Q3	$494K	Buy	5,888 +158	+3%	+$12.8K	0.06%	264
2025 Q2	$459K	Sell	5,730 -106	-2%	-$7.64K	0.06%	256
2025 Q1	$419K	Hold	5,836	–	–	0.07%	253
2024 Q4	$410K	Sell	5,836 -175	-3%	-$11.9K	0.06%	260
2024 Q3	$340K	Buy	6,011 +75	+1%	+$4.24K	0.05%	309
2024 Q2	$357K	Buy	+5,936	New	+$350K	0.06%	282
2019 Q1	–	Sell	-10,574	Closed	-$556K	–	284
2018 Q4	$556K	Sell	10,574 -340	-3%	-$17.4K	0.26%	119
2018 Q3	$574K	Buy	+10,914	New	+$623K	0.27%	117
2018 Q1	–	Sell	-3,622	Closed	-$220K	–	253
2017 Q4	$220K	Buy	+3,622	New	+$205K	0.11%	215

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

180 Wealth Advisors's WFC Position: Q2 2026 in Review

180 Wealth Advisors reduced its Wells Fargo (WFC) stake by 3.6% in Q2 2026, selling an estimated $29.2K and leaving 9,731 shares worth $804K. The position accounts for 0.08% of the portfolio, ranked #225.

180 Wealth Advisors first reported a position in WFC in Q4 2017 and has held it in 12 quarters since. The position peaked at $964K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

180 Wealth Advisors held 9,731 shares of Wells Fargo worth $804K as of Q2 2026.
180 Wealth Advisors sold 363 Wells Fargo shares in Q2 2026, an estimated $29.2K.
Wells Fargo made up 0.08% of 180 Wealth Advisors's portfolio in Q2 2026, its #225 holding.
180 Wealth Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 12 quarters since.
180 Wealth Advisors's Wells Fargo position peaked at $964K in Q4 2025.
1,013 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.