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Ahara Advisors’s Wells Fargo WFC Stock Holding History

Ahara Advisors’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 		$8.7M Buy
43,464
+38,394
+757% +$3.09M 5.88% 5
2026
Q1 		$404K Sell
5,070
-232
-4% -$19.9K 0.34% 43
2025
Q4 		$494K Buy
+5,302
New +$460K 0.45% 38

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Ahara Advisors's WFC Position: Q2 2026 in Review

Ahara Advisors increased its Wells Fargo (WFC) stake by 757% in Q2 2026, buying an estimated $3.09M and bringing the position to 43,464 shares worth $8.7M. The position accounts for 5.88% of the portfolio, ranked #5.

Ahara Advisors first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Ahara Advisors held 43,464 shares of Wells Fargo worth $8.7M as of Q2 2026.
  • Ahara Advisors bought 38,394 Wells Fargo shares in Q2 2026, an estimated $3.09M.
  • Wells Fargo made up 5.88% of Ahara Advisors's portfolio in Q2 2026, its #5 holding.
  • Ahara Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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