4Wealth Advisors
WFC icon

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
Q3 		$252K Hold
3,137
– – 0.17% 112
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

4Wealth Advisors's WFC Position: Q3 2026 in Review

4Wealth Advisors held its Wells Fargo (WFC) position steady in Q3 2026 at 3,137 shares worth $252K. The position accounts for 0.17% of the portfolio, ranked #112.

4Wealth Advisors first reported a position in WFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $293K in Q4 2025. 1,823 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • 4Wealth Advisors held 3,137 shares of Wells Fargo worth $252K as of Q3 2026.
  • 4Wealth Advisors left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.17% of 4Wealth Advisors's portfolio in Q3 2026, its #112 holding.
  • 4Wealth Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 4 quarters since.
  • 4Wealth Advisors's Wells Fargo position peaked at $293K in Q4 2025.
  • 1,823 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.