AWA
WFC icon

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
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

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

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

Aaron Wealth Advisors reduced its Wells Fargo (WFC) stake by 1.5% in Q2 2026, selling an estimated $46.6K and leaving 37,034 shares worth $3.06M. The position accounts for 0.16% of the portfolio, ranked #83.

Aaron Wealth Advisors first reported a position in WFC in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.81M in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Aaron Wealth Advisors held 37,034 shares of Wells Fargo worth $3.06M as of Q2 2026.
  • Aaron Wealth Advisors sold 580 Wells Fargo shares in Q2 2026, an estimated $46.6K.
  • Wells Fargo made up 0.16% of Aaron Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Aaron Wealth Advisors first reported a position in Wells Fargo in Q1 2022 and has held it in 16 quarters since.
  • Aaron Wealth Advisors's Wells Fargo position peaked at $3.81M in Q4 2025.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.