Allworth Financial’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Hold
0
221
2026
Q1
Hold
0
192
2025
Q4
Hold
0
157
2025
Q3
Hold
0
154
2025
Q2
Hold
0
154

Other funds holding WFC

Allworth Financial's WFC Position: Q2 2026 in Review

Allworth Financial reduced its Wells Fargo (WFC) stake by 24% in Q2 2026, selling an estimated $7.75M and leaving 299,817 shares worth $24.8M. The position accounts for 0.11% of the portfolio, ranked #124.

Allworth Financial first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $37.2M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Allworth Financial held 299,817 shares of Wells Fargo worth $24.8M as of Q2 2026.
  • Allworth Financial sold 96,376 Wells Fargo shares in Q2 2026, an estimated $7.75M.
  • Wells Fargo made up 0.11% of Allworth Financial's portfolio in Q2 2026, its #124 holding.
  • Allworth Financial first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Allworth Financial's Wells Fargo position peaked at $37.2M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.