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Aaron Wealth Advisors’s Wells Fargo WFC Stock Holding History

Aaron 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
Q3 		$2.81M Sell
35,155
-1,879
-5% -$163K 0.14% 92
2026
Q2 		$3.06M Sell
37,034
-580
-2% -$46.6K 0.16% 83
2026
Q1 		$2.99M Sell
37,614
-3,303
-8% -$284K 0.17% 78
2025
Q4 		$3.81M Buy
40,917
+7,418
+22% +$644K 0.21% 58
2025
Q3 		$2.81M Buy
33,499
+11,082
+49% +$899K 0.17% 70
2025
Q2 		$1.8M Buy
22,417
+1,794
+9% +$129K 0.18% 71
2025
Q1 		$1.48M Buy
20,623
+995
+5% +$74.7K 0.17% 85
2024
Q4 		$1.38M Buy
19,628
+1,862
+10% +$127K 0.16% 80
2024
Q3 		$1M Buy
17,766
+3,466
+24% +$196K 0.12% 118
2024
Q2 		$849K Buy
14,300
+1,913
+15% +$113K 0.12% 116
2024
Q1 		$718K Buy
12,387
+3,258
+36% +$170K 0.1% 123
2023
Q4 		$449K Buy
9,129
+7
+0.1% +$302 0.07% 144
2023
Q3 		$373K Buy
9,122
+136
+2% +$5.87K 0.05% 175
2023
Q2 		$384K Buy
8,986
+3,298
+58% +$133K 0.05% 181
2023
Q1 		$213K Sell
5,688
-349
-6% -$15.2K 0.03% 236
2022
Q4 		$249K Buy
+6,037
New +$267K 0.04% 213
2022
Q2 		– Sell
-3,724
Closed -$180K – 845
2022
Q1 		$180K Buy
+3,724
New +$199K 0.04% 198

Other funds holding WFC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

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

Aaron Wealth Advisors reduced its Wells Fargo (WFC) stake by 5.1% in Q3 2026, selling an estimated $163K and leaving 35,155 shares worth $2.81M. The position accounts for 0.14% of the portfolio, ranked #92.

Aaron Wealth Advisors first reported a position in WFC in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.81M in Q4 2025. 319 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Aaron Wealth Advisors held 35,155 shares of Wells Fargo worth $2.81M as of Q3 2026.
  • Aaron Wealth Advisors sold 1,879 Wells Fargo shares in Q3 2026, an estimated $163K.
  • Wells Fargo made up 0.14% of Aaron Wealth Advisors's portfolio in Q3 2026, its #92 holding.
  • Aaron Wealth Advisors first reported a position in Wells Fargo in Q1 2022 and has held it in 17 quarters since.
  • Aaron Wealth Advisors's Wells Fargo position peaked at $3.81M in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

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