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AdvisorShares Investments’s Wells Fargo WFC Stock Holding History

AdvisorShares Investments’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 		– Sell
-5,181
Closed -$412K – 319
2026
Q1 		$412K Hold
5,181
– – 0.08% 191
2025
Q4 		$483K Sell
5,181
-619
-11% -$53.7K 0.08% 135
2025
Q3 		$486K Buy
+5,800
New +$470K 0.08% 154

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

AdvisorShares Investments's WFC Position: Q2 2026 in Review

AdvisorShares Investments sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 5,181 shares — an estimated $412K sold.

AdvisorShares Investments first reported a position in WFC in Q3 2025 and held it in 3 quarters. The position peaked at $486K in Q3 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • AdvisorShares Investments reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • AdvisorShares Investments sold 5,181 Wells Fargo shares in Q2 2026, an estimated $412K.
  • AdvisorShares Investments first reported a position in Wells Fargo in Q3 2025 and held it in 3 quarters.
  • AdvisorShares Investments's Wells Fargo position peaked at $486K in Q3 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.