AGH Wealth Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$277K Buy
+3,353
New +$269K 0.17% 99
2026
Q1
Sell
-2,666
Closed -$248K 130
2025
Q4
$248K Sell
2,666
-407
-13% -$35.3K 0.19% 98
2025
Q3
$258K Buy
3,073
+306
+11% +$24.8K 0.19% 99
2025
Q2
$222K Buy
+2,767
New +$200K 0.18% 116

Other funds holding WFC

AGH Wealth Advisors's WFC Position: Q2 2026 in Review

AGH Wealth Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 3,353 shares worth $277K. The stake represents 0.17% of the portfolio and ranks #99 among its holdings. This is a return to the name: AGH Wealth Advisors previously reported a position in WFC as recently as Q4 2025.

AGH Wealth Advisors first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • AGH Wealth Advisors held 3,353 shares of Wells Fargo worth $277K as of Q2 2026.
  • Wells Fargo was a new AGH Wealth Advisors position in Q2 2026.
  • Wells Fargo made up 0.17% of AGH Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • AGH Wealth Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.