AWAP
WFC icon

Alliance Wealth Advisors (Pennsylvania)’s Wells Fargo WFC Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$892K Sell
10,796
-140
-1% -$11.3K 0.29% 54
2026
Q1 		$871K Buy
10,936
+238
+2% +$20.4K 0.38% 46
2025
Q4 		$997K Buy
10,698
+193
+2% +$16.8K 0.43% 41
2025
Q3 		$881K Sell
10,505
-602
-5% -$48.8K 0.39% 43
2025
Q2 		$890K Buy
11,107
+432
+4% +$31.1K 0.46% 37
2025
Q1 		$766K Buy
10,675
+226
+2% +$17K 0.43% 41
2024
Q4 		$734K Sell
10,449
-56
-0.5% -$3.82K 0.41% 46
2024
Q3 		$593K Buy
10,505
+210
+2% +$11.9K 0.34% 56
2024
Q2 		$611K Sell
10,295
-859
-8% -$50.7K 0.38% 54
2024
Q1 		$646K Buy
11,154
+35
+0.3% +$1.83K 0.41% 51
2023
Q4 		$547K Sell
11,119
-95
-0.8% -$4.1K 0.36% 54
2023
Q3 		$458K Buy
11,214
+61
+0.5% +$2.63K 0.33% 58
2023
Q2 		$476K Buy
11,153
+34
+0.3% +$1.37K 0.34% 61
2023
Q1 		$416K Buy
11,119
+311
+3% +$13.6K 0.31% 64
2022
Q4 		$446K Sell
10,808
-565
-5% -$25K 0.37% 58
2022
Q3 		$457K Sell
11,373
-681
-6% -$29.3K 0.43% 54
2022
Q2 		$472K Sell
12,054
-161
-1% -$7.07K 0.41% 57
2022
Q1 		$592K Buy
12,215
+1,983
+19% +$106K 0.49% 49
2021
Q4 		$491K Sell
10,232
-140
-1% -$6.89K 0.4% 61
2021
Q3 		$481K Sell
10,372
-675
-6% -$31.2K 0.43% 58
2021
Q2 		$500K Buy
11,047
+322
+3% +$14.4K 0.45% 56
2021
Q1 		$419K Buy
10,725
+1,610
+18% +$57K 0.41% 63
2020
Q4 		$275K Buy
+9,115
New +$236K 0.29% 81

Other funds holding WFC

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s WFC Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Wells Fargo (WFC) stake by 1.3% in Q2 2026, selling an estimated $11.3K and leaving 10,796 shares worth $892K. The position accounts for 0.29% of the portfolio, ranked #54.

Alliance Wealth Advisors (Pennsylvania) first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $997K in Q4 2025. 452 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 10,796 shares of Wells Fargo worth $892K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 140 Wells Fargo shares in Q2 2026, an estimated $11.3K.
  • Wells Fargo made up 0.29% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #54 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Wells Fargo position peaked at $997K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.