Advisors Management Group
WFC icon

Advisors Management Group’s Wells Fargo WFC Stock Holding History

Advisors Management Group’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
Q3 		$665K Buy
8,313
+762
+10% +$65.9K 0.11% 93
2026
Q2 		$624K Sell
7,551
-883
-10% -$71K 0.1% 100
2026
Q1 		$671K Buy
8,434
+29
+0.3% +$2.49K 0.12% 97
2025
Q4 		$783K Sell
8,405
-18
-0.2% -$1.56K 0.14% 92
2025
Q3 		$706K Sell
8,423
-15
-0.2% -$1.22K 0.12% 96
2025
Q2 		$676K Sell
8,438
-315
-4% -$22.7K 0.13% 94
2025
Q1 		$628K Hold
8,753
– – 0.14% 95
2024
Q4 		$615K Hold
8,753
– – 0.15% 96
2024
Q3 		$494K Hold
8,753
– – 0.12% 102
2024
Q2 		$520K Sell
8,753
-457
-5% -$27K 0.13% 99
2024
Q1 		$534K Sell
9,210
-10
-0.1% -$523 0.13% 97
2023
Q4 		$454K Sell
9,220
-119
-1% -$5.14K 0.12% 99
2023
Q3 		$382K Sell
9,339
-16
-0.2% -$691 0.12% 104
2023
Q2 		$399K Sell
9,355
-146
-2% -$5.88K 0.12% 101
2023
Q1 		$355K Sell
9,501
-90
-0.9% -$3.92K 0.11% 100
2022
Q4 		$396K Hold
9,591
– – 0.15% 87
2022
Q3 		$386K Sell
9,591
-514
-5% -$22.1K 0.15% 88
2022
Q2 		$396K Buy
10,105
+91
+0.9% +$3.99K 0.14% 90
2022
Q1 		$485K Sell
10,014
-138
-1% -$7.39K 0.16% 78
2021
Q4 		$487K Sell
10,152
-2
-0% -$98 0.15% 82
2021
Q3 		$471K Sell
10,154
-165,759
-94% -$7.67M 0.15% 83
2021
Q2 		$7.97M Buy
175,913
+21,460
+14% +$958K 2.38% 7
2021
Q1 		$6.03M Buy
+154,453
New +$5.47M 1.9% 14

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Advisors Management Group's WFC Position: Q3 2026 in Review

Advisors Management Group increased its Wells Fargo (WFC) stake by 10% in Q3 2026, buying an estimated $65.9K and bringing the position to 8,313 shares worth $665K. The position accounts for 0.11% of the portfolio, ranked #93.

Advisors Management Group first reported a position in WFC in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.97M in Q2 2021. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Advisors Management Group held 8,313 shares of Wells Fargo worth $665K as of Q3 2026.
  • Advisors Management Group bought 762 Wells Fargo shares in Q3 2026, an estimated $65.9K.
  • Wells Fargo made up 0.11% of Advisors Management Group's portfolio in Q3 2026, its #93 holding.
  • Advisors Management Group first reported a position in Wells Fargo in Q1 2021 and has held it in 23 quarters since.
  • Advisors Management Group's Wells Fargo position peaked at $7.97M in Q2 2021.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Advisors Management Group's 13F filing for Q3 2026, filed 5 Nov 2026.