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Allied Investment Advisors’s Wells Fargo WFC Stock Holding History

Allied Investment 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 		$17.4M Buy
209,957
+7,268
+4% +$584K 2.18% 16
2026
Q1 		$16.1M Buy
202,689
+1,941
+1% +$167K 2.31% 17
2025
Q4 		$18.7M Buy
200,748
+201
+0.1% +$17.4K 2.89% 7
2025
Q3 		$16.8M Buy
200,547
+4,104
+2% +$333K 2.68% 9
2025
Q2 		$15.7M Sell
196,443
-976
-0.5% -$70.4K 2.75% 8
2025
Q1 		$14.2M Sell
197,419
-744
-0.4% -$55.9K 2.69% 7
2024
Q4 		$13.9M Sell
198,163
-7,778
-4% -$531K 2.81% 9
2024
Q3 		$11.6M Buy
205,941
+1,694
+0.8% +$95.8K 2.3% 13
2024
Q2 		$12.1M Sell
204,247
-2,969
-1% -$175K 2.85% 8
2024
Q1 		$12M Buy
207,216
+5,791
+3% +$303K 2.9% 9
2023
Q4 		$9.91M Buy
201,425
+634
+0.3% +$27.4K 2.7% 11
2023
Q3 		$8.2M Buy
200,791
+4,035
+2% +$174K 2.46% 19
2023
Q2 		$8.4M Buy
196,756
+9,642
+5% +$388K 2.43% 19
2023
Q1 		$6.99M Buy
187,114
+6,748
+4% +$294K 2.17% 28
2022
Q4 		$7.45M Sell
180,366
-237
-0.1% -$10.5K 2.33% 23
2022
Q3 		$7.26M Buy
180,603
+6,918
+4% +$297K 2.71% 11
2022
Q2 		$6.8M Buy
173,685
+3,674
+2% +$161K 2.44% 23
2022
Q1 		$8.24M Buy
170,011
+6,249
+4% +$334K 2.68% 13
2021
Q4 		$7.86M Buy
163,762
+127
+0.1% +$6.25K 2.69% 12
2021
Q3 		$7.59M Sell
163,635
-791
-0.5% -$36.6K 2.87% 8
2021
Q2 		$7.45M Buy
164,426
+6,759
+4% +$302K 2.8% 11
2021
Q1 		$6.16M Buy
157,667
+10,998
+7% +$389K 2.64% 19
2020
Q4 		$4.43M Buy
146,669
+5,077
+4% +$131K 2.13% 28
2020
Q3 		$3.33M Buy
141,592
+3,795
+3% +$93.5K 1.79% 28
2020
Q2 		$3.53M Buy
137,797
+24,400
+22% +$668K 2.03% 29
2020
Q1 		$3.25M Buy
113,397
+24,396
+27% +$1.04M 2.35% 26
2019
Q4 		$4.79M Buy
89,001
+2,565
+3% +$134K 2.83% 19
2019
Q3 		$4.36M Buy
86,436
+2,785
+3% +$131K 2.81% 19
2019
Q2 		$3.96M Buy
83,651
+3,230
+4% +$151K 2.65% 21
2019
Q1 		$3.89M Buy
80,421
+5,010
+7% +$246K 2.69% 20
2018
Q4 		$3.48M Buy
75,411
+180
+0.2% +$9.22K 2.87% 18
2018
Q3 		$3.95M Buy
75,231
+1,440
+2% +$82.2K 2.94% 18
2018
Q2 		$4.09M Sell
73,791
-45
-0.1% -$2.41K 3.33% 11
2018
Q1 		$3.87M Buy
73,836
+3,011
+4% +$179K 3.19% 13
2017
Q4 		$4.3M Buy
+70,825
New +$4M 3.62% 13

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
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

Allied Investment Advisors's WFC Position: Q2 2026 in Review

Allied Investment Advisors increased its Wells Fargo (WFC) stake by 3.6% in Q2 2026, buying an estimated $584K and bringing the position to 209,957 shares worth $17.4M. The position accounts for 2.18% of the portfolio, ranked #16.

Allied Investment Advisors first reported a position in WFC in Q4 2017 and has held it in 35 quarters since. The position peaked at $18.7M in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Allied Investment Advisors held 209,957 shares of Wells Fargo worth $17.4M as of Q2 2026.
  • Allied Investment Advisors bought 7,268 Wells Fargo shares in Q2 2026, an estimated $584K.
  • Wells Fargo made up 2.18% of Allied Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Allied Investment Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 35 quarters since.
  • Allied Investment Advisors's Wells Fargo position peaked at $18.7M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.