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AA Financial Advisors’s Wells Fargo WFC Stock Holding History

AA Financial 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 		$393K Sell
4,751
-186
-4% -$14.9K 0.05% 168
2026
Q1 		$393K Buy
4,937
+457
+10% +$39.3K 0.06% 160
2025
Q4 		$418K Sell
4,480
-393
-8% -$34.1K 0.08% 142
2025
Q3 		$408K Sell
4,873
-25
-0.5% -$2.03K 0.08% 129
2025
Q2 		$392K Buy
4,898
+1,791
+58% +$129K 0.08% 124
2025
Q1 		$223K Sell
3,107
-2,788
-47% -$209K 0.05% 163
2024
Q4 		$414K Hold
5,895
– – 0.11% 111
2024
Q3 		$333K Sell
5,895
-470
-7% -$26.6K 0.1% 128
2024
Q2 		$378K Sell
6,365
-155
-2% -$9.15K 0.13% 113
2024
Q1 		$378K Buy
+6,520
New +$341K 0.15% 104

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AA Financial Advisors's WFC Position: Q2 2026 in Review

AA Financial Advisors reduced its Wells Fargo (WFC) stake by 3.8% in Q2 2026, selling an estimated $14.9K and leaving 4,751 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #168.

AA Financial Advisors first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $418K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • AA Financial Advisors held 4,751 shares of Wells Fargo worth $393K as of Q2 2026.
  • AA Financial Advisors sold 186 Wells Fargo shares in Q2 2026, an estimated $14.9K.
  • Wells Fargo made up 0.05% of AA Financial Advisors's portfolio in Q2 2026, its #168 holding.
  • AA Financial Advisors first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
  • AA Financial Advisors's Wells Fargo position peaked at $418K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.