Ameritas Advisory Services’s Wells Fargo WFC Stock Holding History

Ameritas Advisory Services’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	$1.79M	Buy	21,648 +12,136	+128%	+$975K	0.04%	398
2026 Q1	$757K	Sell	9,512 -2,007	-17%	-$172K	0.03%	457
2025 Q4	$1.07M	Buy	11,519 +4,695	+69%	+$408K	0.04%	355
2025 Q3	$572K	Sell	6,824 -1,629	-19%	-$132K	0.04%	358
2025 Q2	$677K	Sell	8,453 -10,460	-55%	-$754K	0.04%	432
2025 Q1	$1.35M	Buy	18,913 +442	+2%	+$33.2K	0.05%	318
2024 Q4	$1.3M	Sell	18,471 -496	-3%	-$33.9K	0.04%	349
2024 Q3	$1.07M	Buy	18,967 +3,327	+21%	+$188K	0.05%	365
2024 Q2	$929K	Buy	15,640 +862	+6%	+$50.9K	0.04%	429
2024 Q1	$871K	Buy	14,778 +3,614	+32%	+$189K	0.04%	408
2023 Q4	$548K	Sell	11,164 -10,857	-49%	-$469K	0.03%	409
2023 Q3	$906K	Buy	22,021 +12,257	+126%	+$529K	0.05%	358
2023 Q2	$418K	Sell	9,764 -8,584	-47%	-$346K	0.05%	331
2023 Q1	$719K	Sell	18,348 -1,002	-5%	-$43.7K	0.04%	390
2022 Q4	$799K	Sell	19,350 -986	-5%	-$43.6K	0.04%	406
2022 Q3	$818K	Buy	20,336 +351	+2%	+$15.1K	0.05%	324
2022 Q2	$783K	Sell	19,985 -1,435	-7%	-$63K	0.05%	339
2022 Q1	$1.04M	Buy	21,420 +2,486	+13%	+$133K	0.04%	328
2021 Q4	$908K	Buy	+18,934	New	+$932K	0.03%	355

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameritas Advisory Services's WFC Position: Q2 2026 in Review

Ameritas Advisory Services increased its Wells Fargo (WFC) stake by 128% in Q2 2026, buying an estimated $975K and bringing the position to 21,648 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #398.

Ameritas Advisory Services first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Ameritas Advisory Services held 21,648 shares of Wells Fargo worth $1.79M as of Q2 2026.
Ameritas Advisory Services bought 12,136 Wells Fargo shares in Q2 2026, an estimated $975K.
Wells Fargo made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #398 holding.
Ameritas Advisory Services first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.