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Aletheian Wealth Advisors’s Wells Fargo WFC Stock Holding History

Aletheian Wealth 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 		$263K Buy
3,184
+374
+13% +$30.1K 0.11% 98
2026
Q1 		$224K Buy
+2,810
New +$241K 0.11% 93
2025
Q3 		$271K Sell
3,236
-80
-2% -$6.49K 0.13% 81
2025
Q2 		$266K Buy
3,316
+41
+1% +$2.96K 0.13% 77
2025
Q1 		$235K Sell
3,275
-32
-1% -$2.4K 0.13% 81
2024
Q4 		$232K Buy
+3,307
New +$226K 0.14% 72

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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

Aletheian Wealth Advisors increased its Wells Fargo (WFC) stake by 13% in Q2 2026, buying an estimated $30.1K and bringing the position to 3,184 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #98.

Aletheian Wealth Advisors first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $271K in Q3 2025. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Aletheian Wealth Advisors held 3,184 shares of Wells Fargo worth $263K as of Q2 2026.
  • Aletheian Wealth Advisors bought 374 Wells Fargo shares in Q2 2026, an estimated $30.1K.
  • Wells Fargo made up 0.11% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Aletheian Wealth Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Aletheian Wealth Advisors's Wells Fargo position peaked at $271K in Q3 2025.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.