Advyzon Investment Management’s Wells Fargo WFC Stock Holding History

Advyzon Investment Management’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	$1.52M	Sell	18,357 -2,063	-10%	-$166K	0.11%	179
2026 Q1	$1.63M	Sell	20,420 -548	-3%	-$47.1K	0.15%	145
2025 Q4	$1.95M	Buy	20,968 +6,633	+46%	+$576K	0.23%	107
2025 Q3	$1.2M	Buy	14,335 +3,729	+35%	+$302K	0.21%	114
2025 Q2	$850K	Buy	10,606 +3,967	+60%	+$286K	0.19%	110
2025 Q1	$477K	Sell	6,639 -902	-12%	-$67.7K	0.17%	115
2024 Q4	$530K	Buy	+7,541	New	+$515K	0.2%	97

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's WFC Position: Q2 2026 in Review

Advyzon Investment Management reduced its Wells Fargo (WFC) stake by 10% in Q2 2026, selling an estimated $166K and leaving 18,357 shares worth $1.52M. The position accounts for 0.11% of the portfolio, ranked #179.

Advyzon Investment Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Advyzon Investment Management held 18,357 shares of Wells Fargo worth $1.52M as of Q2 2026.
Advyzon Investment Management sold 2,063 Wells Fargo shares in Q2 2026, an estimated $166K.
Wells Fargo made up 0.11% of Advyzon Investment Management's portfolio in Q2 2026, its #179 holding.
Advyzon Investment Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Wells Fargo position peaked at $1.95M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.