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WFC icon

Addison Advisors’s Wells Fargo WFC Stock Holding History

Addison 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 		$84.2K Sell
1,019
-958
-48% -$77K 0.04% 206
2026
Q1 		$157K Buy
1,977
+194
+11% +$16.7K 0.03% 254
2025
Q4 		$166K Buy
1,783
+29
+2% +$2.52K 0.04% 245
2025
Q3 		$147K Sell
1,754
-25
-1% -$2.03K 0.03% 264
2025
Q2 		$143K Buy
1,779
+237
+15% +$17.1K 0.04% 260
2025
Q1 		$111K Sell
1,542
-38
-2% -$2.85K 0.03% 285
2024
Q4 		$111K Buy
1,580
+5
+0.3% +$341 0.03% 284
2024
Q3 		$89K Sell
1,575
-192
-11% -$10.9K 0.02% 320
2024
Q2 		$105K Buy
1,767
+263
+17% +$15.5K 0.03% 285
2024
Q1 		$87.2K Buy
1,504
+95
+7% +$4.97K 0.03% 302
2023
Q4 		$69.4K Buy
1,409
+306
+28% +$13.2K 0.03% 312
2023
Q3 		$45.1K Buy
1,103
+71
+7% +$3.06K 0.02% 335
2023
Q2 		$44K Buy
1,032
+42
+4% +$1.69K 0.02% 333
2023
Q1 		$37K Buy
990
+256
+35% +$11.2K 0.02% 331
2022
Q4 		$30.3K Sell
734
-111
-13% -$4.91K 0.02% 332
2022
Q3 		$34K Buy
845
+184
+28% +$7.91K 0.02% 297
2022
Q2 		$26K Sell
661
-377
-36% -$16.5K 0.02% 336
2022
Q1 		$50K Buy
1,038
+409
+65% +$21.9K 0.03% 288
2021
Q4 		$30K Buy
629
+368
+141% +$18.1K 0.02% 296
2021
Q3 		$12K Buy
261
+20
+8% +$926 0.01% 299
2021
Q2 		$11K Buy
+241
New +$10.8K 0.01% 299
2020
Q4 		$7K Buy
+241
New +$6.24K 0.01% 313

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 $3.38T AUM 44.17% 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

Addison Advisors's WFC Position: Q2 2026 in Review

Addison Advisors reduced its Wells Fargo (WFC) stake by 48% in Q2 2026, selling an estimated $77K and leaving 1,019 shares worth $84.2K. The position accounts for 0.04% of the portfolio, ranked #206.

Addison Advisors first reported a position in WFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $166K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Addison Advisors held 1,019 shares of Wells Fargo worth $84.2K as of Q2 2026.
  • Addison Advisors sold 958 Wells Fargo shares in Q2 2026, an estimated $77K.
  • Wells Fargo made up 0.04% of Addison Advisors's portfolio in Q2 2026, its #206 holding.
  • Addison Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 22 quarters since.
  • Addison Advisors's Wells Fargo position peaked at $166K in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.