4A
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4Wealth Advisors’s Wells Fargo WFC Stock Holding History

4Wealth 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 		$262K Sell
3,137
-3
-0.1% -$241 0.2% 125
2026
Q1 		$241K Hold
3,140
– – 0.21% 123
2025
Q4 		$293K Buy
+3,140
New +$273K 0.25% 123

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

4Wealth Advisors's WFC Position: Q2 2026 in Review

4Wealth Advisors reduced its Wells Fargo (WFC) stake by 0.1% in Q2 2026, selling an estimated $241 and leaving 3,137 shares worth $262K. The position accounts for 0.2% of the portfolio, ranked #125.

4Wealth Advisors first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $293K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • 4Wealth Advisors held 3,137 shares of Wells Fargo worth $262K as of Q2 2026.
  • 4Wealth Advisors sold 3 Wells Fargo shares in Q2 2026, an estimated $241.
  • Wells Fargo made up 0.2% of 4Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • 4Wealth Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 4Wealth Advisors's Wells Fargo position peaked at $293K in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.