Adamsbrown Wealth Consultants’s Wells Fargo WFC Stock Holding History

Adamsbrown Wealth Consultants’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	$312K	Buy	3,775 +56	+2%	+$4.5K	0.06%	120
2026 Q1	$296K	Sell	3,719 -37	-1%	-$3.18K	0.08%	104
2025 Q4	$350K	Buy	3,756 +1,260	+50%	+$109K	0.1%	89
2025 Q3	$209K	Buy	+2,496	New	+$202K	0.06%	111
2022 Q2	–	Sell	-4,583	Closed	-$222K	–	96
2022 Q1	$222K	Buy	+4,583	New	+$245K	0.18%	83

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Adamsbrown Wealth Consultants's WFC Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Wells Fargo (WFC) stake by 1.5% in Q2 2026, buying an estimated $4.5K and bringing the position to 3,775 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #120.

Adamsbrown Wealth Consultants first reported a position in WFC in Q1 2022 and has held it in 5 quarters since. The position peaked at $350K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Adamsbrown Wealth Consultants held 3,775 shares of Wells Fargo worth $312K as of Q2 2026.
Adamsbrown Wealth Consultants bought 56 Wells Fargo shares in Q2 2026, an estimated $4.5K.
Wells Fargo made up 0.06% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #120 holding.
Adamsbrown Wealth Consultants first reported a position in Wells Fargo in Q1 2022 and has held it in 5 quarters since.
Adamsbrown Wealth Consultants's Wells Fargo position peaked at $350K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.