Advisornet Financial’s Wells Fargo WFC Stock Holding History

Advisornet Financial’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	$1.33M	Sell	16,065 -754	-4%	-$60.6K	0.06%	230
2026 Q1	$1.34M	Sell	16,819 -1,185	-7%	-$102K	0.07%	220
2025 Q4	$1.68M	Sell	18,004 -82	-0.5%	-$7.12K	0.09%	195
2025 Q3	$1.52M	Buy	18,086 +1,451	+9%	+$118K	0.09%	195
2025 Q2	$1.33M	Buy	16,635 +1,598	+11%	+$115K	0.09%	203
2025 Q1	$1.08M	Buy	15,037 +2,293	+18%	+$172K	0.08%	231
2024 Q4	$895K	Sell	12,744 -5,795	-31%	-$396K	0.07%	224
2024 Q3	$1.05M	Buy	18,539 +184	+1%	+$10.4K	0.08%	224
2024 Q2	$1.09M	Buy	18,355 +1,775	+11%	+$105K	0.1%	195
2024 Q1	$961K	Sell	16,580 -895	-5%	-$46.8K	0.09%	207
2023 Q4	$860K	Buy	17,475 +1,325	+8%	+$57.2K	0.08%	236
2023 Q3	$660K	Sell	16,150 -3,277	-17%	-$141K	0.06%	265
2023 Q2	$829K	Buy	19,427 +2,139	+12%	+$86.1K	0.07%	231
2023 Q1	$646K	Buy	17,288 +750	+5%	+$32.7K	0.06%	259
2022 Q4	$683K	Sell	16,538 -1,026	-6%	-$45.4K	0.07%	258
2022 Q3	$706K	Sell	17,564 -792	-4%	-$34K	0.07%	263
2022 Q2	$719K	Sell	18,356 -2,403	-12%	-$105K	0.07%	261
2022 Q1	$1.01M	Buy	20,759 +5,298	+34%	+$284K	0.06%	249
2021 Q4	$742K	Sell	15,461 -1,852	-11%	-$91.2K	0.05%	320
2021 Q3	$803K	Sell	17,313 -5,407	-24%	-$250K	0.06%	277
2021 Q2	$1.03M	Sell	22,720 -10,442	-31%	-$466K	0.07%	249
2021 Q1	$1.3M	Buy	33,162 +404	+1%	+$14.3K	0.09%	204
2020 Q4	$989K	Sell	32,758 -345	-1%	-$8.93K	0.08%	221
2020 Q3	$778K	Sell	33,103 -8,554	-21%	-$211K	0.07%	251
2020 Q2	$1.07M	Sell	41,657 -7,684	-16%	-$210K	0.09%	206
2020 Q1	$1.42M	Sell	49,341 -6,493	-12%	-$276K	0.13%	145
2019 Q4	$3M	Sell	55,834 -789	-1%	-$41.3K	0.25%	88
2019 Q3	$2.86M	Buy	56,623 +8,934	+19%	+$421K	0.26%	89
2019 Q2	$2.26M	Buy	47,689 +9,874	+26%	+$462K	0.25%	92
2019 Q1	$1.83M	Buy	37,815 +5,933	+19%	+$292K	0.22%	101
2018 Q4	$1.47M	Sell	31,882 -3,747	-11%	-$192K	0.2%	107
2018 Q3	$1.87M	Sell	35,629 -723	-2%	-$41.3K	0.24%	95
2018 Q2	$2.02M	Buy	36,352 +5,238	+17%	+$281K	0.27%	73
2018 Q1	$1.63M	Buy	31,114 +618	+2%	+$36.7K	0.23%	90
2017 Q4	$1.85M	Buy	+30,496	New	+$1.72M	0.28%	75

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Advisornet Financial's WFC Position: Q2 2026 in Review

Advisornet Financial reduced its Wells Fargo (WFC) stake by 4.5% in Q2 2026, selling an estimated $60.6K and leaving 16,065 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #230.

Advisornet Financial first reported a position in WFC in Q4 2017 and has held it in 35 quarters since. The position peaked at $3M in Q4 2019. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Advisornet Financial held 16,065 shares of Wells Fargo worth $1.33M as of Q2 2026.
Advisornet Financial sold 754 Wells Fargo shares in Q2 2026, an estimated $60.6K.
Wells Fargo made up 0.06% of Advisornet Financial's portfolio in Q2 2026, its #230 holding.
Advisornet Financial first reported a position in Wells Fargo in Q4 2017 and has held it in 35 quarters since.
Advisornet Financial's Wells Fargo position peaked at $3M in Q4 2019.
806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.