Accelerate Investment Advisors’s Wells Fargo WFC Stock Holding History

Accelerate Investment 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	$321K	Buy	3,881 +40	+1%	+$3.21K	0.18%	89
2026 Q1	$306K	Sell	3,841 -1	-0%	-$86	0.2%	77
2025 Q4	$358K	Sell	3,842 -589	-13%	-$51.1K	0.24%	62
2025 Q3	$371K	Buy	4,431 +38	+0.9%	+$3.08K	0.25%	61
2025 Q2	$352K	Sell	4,393 -456	-9%	-$32.9K	0.26%	61
2025 Q1	$348K	Buy	4,849 +2	+0%	+$150	0.29%	58
2024 Q4	$340K	Buy	4,847 +675	+16%	+$46.1K	0.3%	57
2024 Q3	$236K	Buy	+4,172	New	+$236K	0.23%	64

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accelerate Investment Advisors's WFC Position: Q2 2026 in Review

Accelerate Investment Advisors increased its Wells Fargo (WFC) stake by 1% in Q2 2026, buying an estimated $3.21K and bringing the position to 3,881 shares worth $321K. The position accounts for 0.18% of the portfolio, ranked #89.

Accelerate Investment Advisors first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $371K in Q3 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Accelerate Investment Advisors held 3,881 shares of Wells Fargo worth $321K as of Q2 2026.
Accelerate Investment Advisors bought 40 Wells Fargo shares in Q2 2026, an estimated $3.21K.
Wells Fargo made up 0.18% of Accelerate Investment Advisors's portfolio in Q2 2026, its #89 holding.
Accelerate Investment Advisors first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
Accelerate Investment Advisors's Wells Fargo position peaked at $371K in Q3 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.