Advocate Group
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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
Q3 		$2.54M Buy
31,735
+154
+0.5% +$13.3K 0.39% 73
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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Advocate Group's WFC Position: Q3 2026 in Review

Advocate Group increased its Wells Fargo (WFC) stake by 0.49% in Q3 2026, buying an estimated $13.3K and bringing the position to 31,735 shares worth $2.54M. The position accounts for 0.39% of the portfolio, ranked #73.

Advocate Group first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.02M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Advocate Group held 31,735 shares of Wells Fargo worth $2.54M as of Q3 2026.
  • Advocate Group bought 154 Wells Fargo shares in Q3 2026, an estimated $13.3K.
  • Wells Fargo made up 0.39% of Advocate Group's portfolio in Q3 2026, its #73 holding.
  • Advocate Group first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
  • Advocate Group's Wells Fargo position peaked at $3.02M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.