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Advisory Resource Group’s Wells Fargo WFC Stock Holding History

Advisory Resource 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 		$299K Buy
3,619
+516
+17% +$41.5K 0.05% 160
2026
Q1 		$247K Buy
3,103
+95
+3% +$8.16K 0.04% 162
2025
Q4 		$280K Sell
3,008
-38
-1% -$3.3K 0.05% 149
2025
Q3 		$255K Buy
3,046
+16
+0.5% +$1.3K 0.05% 156
2025
Q2 		$243K Sell
3,030
-38
-1% -$2.74K 0.05% 157
2025
Q1 		$220K Sell
3,068
-160
-5% -$12K 0.04% 157
2024
Q4 		$227K Buy
+3,228
New +$220K 0.05% 151

Other funds holding WFC

CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Advisory Resource Group's WFC Position: Q2 2026 in Review

Advisory Resource Group increased its Wells Fargo (WFC) stake by 17% in Q2 2026, buying an estimated $41.5K and bringing the position to 3,619 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #160.

Advisory Resource Group first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Advisory Resource Group held 3,619 shares of Wells Fargo worth $299K as of Q2 2026.
  • Advisory Resource Group bought 516 Wells Fargo shares in Q2 2026, an estimated $41.5K.
  • Wells Fargo made up 0.05% of Advisory Resource Group's portfolio in Q2 2026, its #160 holding.
  • Advisory Resource Group first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • 470 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.