AO
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Advisor OS’s Wells Fargo WFC Stock Holding History

Advisor OS’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 		$741K Sell
8,967
-34
-0.4% -$2.73K 0.05% 242
2026
Q1 		$717K Buy
9,001
+1,025
+13% +$88K 0.05% 232
2025
Q4 		$743K Sell
7,976
-268
-3% -$23.3K 0.06% 206
2025
Q3 		$691K Buy
8,244
+1,153
+16% +$93.5K 0.06% 206
2025
Q2 		$568K Buy
7,091
+459
+7% +$33.1K 0.06% 227
2025
Q1 		$476K Sell
6,632
-996
-13% -$74.8K 0.05% 241
2024
Q4 		$536K Buy
7,628
+2,972
+64% +$203K 0.06% 212
2024
Q3 		$263K Buy
4,656
+109
+2% +$6.17K 0.03% 343
2024
Q2 		$270K Buy
4,547
+138
+3% +$8.15K 0.03% 321
2024
Q1 		$256K Sell
4,409
-2,737
-38% -$143K 0.03% 334
2023
Q4 		$352K Buy
7,146
+845
+13% +$36.5K 0.05% 239
2023
Q3 		$257K Buy
6,301
+862
+16% +$37.2K 0.04% 251
2023
Q2 		$232K Sell
5,439
-622
-10% -$25K 0.04% 269
2023
Q1 		$227K Buy
+6,061
New +$264K 0.05% 221

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

Advisor OS's WFC Position: Q2 2026 in Review

Advisor OS reduced its Wells Fargo (WFC) stake by 0.38% in Q2 2026, selling an estimated $2.73K and leaving 8,967 shares worth $741K. The position accounts for 0.05% of the portfolio, ranked #242.

Advisor OS first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $743K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Advisor OS held 8,967 shares of Wells Fargo worth $741K as of Q2 2026.
  • Advisor OS sold 34 Wells Fargo shares in Q2 2026, an estimated $2.73K.
  • Wells Fargo made up 0.05% of Advisor OS's portfolio in Q2 2026, its #242 holding.
  • Advisor OS first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
  • Advisor OS's Wells Fargo position peaked at $743K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.