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Advocate Group’s Wells Fargo WFC Stock Holding History

Advocate 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 		$2.61M Sell
31,581
-439
-1% -$35.3K 0.39% 72
2026
Q1 		$2.55M Sell
32,020
-347
-1% -$29.8K 0.4% 70
2025
Q4 		$3.02M Hold
32,367
– – 0.49% 65
2025
Q3 		$2.71M Sell
32,367
-66
-0.2% -$5.35K 0.45% 65
2025
Q2 		$2.6M Buy
+32,433
New +$2.34M 0.46% 64

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Advocate Group's WFC Position: Q2 2026 in Review

Advocate Group reduced its Wells Fargo (WFC) stake by 1.4% in Q2 2026, selling an estimated $35.3K and leaving 31,581 shares worth $2.61M. The position accounts for 0.39% of the portfolio, ranked #72.

Advocate Group first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.02M in Q4 2025. 963 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Advocate Group held 31,581 shares of Wells Fargo worth $2.61M as of Q2 2026.
  • Advocate Group sold 439 Wells Fargo shares in Q2 2026, an estimated $35.3K.
  • Wells Fargo made up 0.39% of Advocate Group's portfolio in Q2 2026, its #72 holding.
  • Advocate Group first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Advocate Group's Wells Fargo position peaked at $3.02M in Q4 2025.
  • 963 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.