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 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%	-$5.13K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Management Group's WFC Position: Q2 2026 in Review

Advisors Management Group reduced its Wells Fargo (WFC) stake by 10% in Q2 2026, selling an estimated $71K and leaving 7,551 shares worth $624K. The position accounts for 0.1% of the portfolio, ranked #100.

Advisors Management Group first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.97M in Q2 2021. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Advisors Management Group held 7,551 shares of Wells Fargo worth $624K as of Q2 2026.
Advisors Management Group sold 883 Wells Fargo shares in Q2 2026, an estimated $71K.
Wells Fargo made up 0.1% of Advisors Management Group's portfolio in Q2 2026, its #100 holding.
Advisors Management Group first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
Advisors Management Group's Wells Fargo position peaked at $7.97M in Q2 2021.
2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.