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

Alliance Wealth Advisors (Utah)’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 		$374K Sell
4,531
-301
-6% -$24.2K 0.07% 168
2026
Q1 		$385K Sell
4,832
-3,268
-40% -$281K 0.08% 163
2025
Q4 		$755K Sell
8,100
-1,652
-17% -$143K 0.16% 132
2025
Q3 		$817K Sell
9,752
-208
-2% -$16.9K 0.19% 137
2025
Q2 		$798K Buy
9,960
+991
+11% +$71.5K 0.19% 120
2025
Q1 		$644K Sell
8,969
-2,003
-18% -$150K 0.17% 133
2024
Q4 		$771K Sell
10,972
-209
-2% -$14.3K 0.2% 123
2024
Q3 		$632K Sell
11,181
-243
-2% -$13.7K 0.17% 137
2024
Q2 		$678K Sell
11,424
-668
-6% -$39.4K 0.2% 117
2024
Q1 		$701K Sell
12,092
-918
-7% -$48K 0.21% 110
2023
Q4 		$640K Sell
13,010
-1,616
-11% -$69.7K 0.22% 109
2023
Q3 		$598K Buy
14,626
+9,921
+211% +$428K 0.22% 102
2023
Q2 		$201K Buy
+4,705
New +$189K 0.07% 217

Other funds holding WFC

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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 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

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

Alliance Wealth Advisors (Utah) reduced its Wells Fargo (WFC) stake by 6.2% in Q2 2026, selling an estimated $24.2K and leaving 4,531 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #168.

Alliance Wealth Advisors (Utah) first reported a position in WFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $817K in Q3 2025. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 4,531 shares of Wells Fargo worth $374K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 301 Wells Fargo shares in Q2 2026, an estimated $24.2K.
  • Wells Fargo made up 0.07% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #168 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Wells Fargo in Q2 2023 and has held it in 13 quarters since.
  • Alliance Wealth Advisors (Utah)'s Wells Fargo position peaked at $817K in Q3 2025.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.