Annex Advisory Services’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
Q3 | $702K | Buy |
8,765
+1,435
| +20% | +$124K | 0.01% | 234 |
|
|
2026
Q2 | $606K | Sell |
7,330
-554
| -7% | -$44.5K | 0.01% | 238 |
|
|
2026
Q1 | $628K | Buy |
7,884
+470
| +6% | +$40.4K | 0.01% | 225 |
|
|
2025
Q4 | $691K | Buy |
7,414
+1,391
| +23% | +$121K | 0.01% | 213 |
|
|
2025
Q3 | $505K | Buy |
6,023
+15
| +0.2% | +$1.22K | 0.01% | 217 |
|
|
2025
Q2 | $481K | Hold |
6,008
| – | – | 0.01% | 222 |
|
|
2025
Q1 | $431K | Buy |
6,008
+1,007
| +20% | +$75.6K | 0.01% | 228 |
|
|
2024
Q4 | $351K | Buy |
5,001
+455
| +10% | +$31.1K | 0.01% | 239 |
|
|
2024
Q3 | $257K | Hold |
4,546
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $270K | Sell |
4,546
-596
| -12% | -$35.2K | 0.01% | 233 |
|
|
2024
Q1 | $298K | Buy |
+5,142
| New | +$269K | 0.01% | 229 |
|
|
2022
Q2 | – | Sell |
-4,816
| Closed | -$233K | – | 274 |
|
|
2022
Q1 | $233K | Sell |
4,816
-10,308
| -68% | -$552K | 0.02% | 223 |
|
|
2021
Q4 | $726K | Buy |
+15,124
| New | +$745K | 0.05% | 136 |
|
|
2019
Q1 | – | Sell |
-4,466
| Closed | -$206K | – | 140 |
|
|
2018
Q4 | $206K | Sell |
4,466
-31
| -0.7% | -$1.59K | 0.03% | 114 |
|
|
2018
Q3 | $236K | Buy |
4,497
+219
| +5% | +$12.5K | 0.04% | 113 |
|
|
2018
Q2 | $237K | Sell |
4,278
-890
| -17% | -$47.7K | 0.04% | 112 |
|
|
2018
Q1 | $271K | Sell |
5,168
-364
| -7% | -$21.6K | 0.05% | 108 |
|
|
2017
Q4 | $336K | Sell |
5,532
-1,114
| -17% | -$62.9K | 0.06% | 89 |
|
|
2017
Q3 | $367K | Buy |
6,646
+769
| +13% | +$40.9K | 0.08% | 86 |
|
|
2017
Q2 | $326K | Sell |
5,877
-125
| -2% | -$6.7K | 0.07% | 96 |
|
|
2017
Q1 | $334K | Buy |
6,002
+325
| +6% | +$18.4K | 0.08% | 90 |
|
|
2016
Q4 | $313K | Sell |
5,677
-498
| -8% | -$25K | 0.08% | 89 |
|
|
2016
Q3 | $273K | Sell |
6,175
-247
| -4% | -$11.8K | 0.07% | 93 |
|
|
2016
Q2 | $304K | Buy |
6,422
+25
| +0.4% | +$1.22K | 0.08% | 89 |
|
|
2016
Q1 | $309K | Buy |
6,397
+1,213
| +23% | +$59.4K | 0.09% | 85 |
|
|
2015
Q4 | $282K | Hold |
5,184
| – | – | 0.08% | 94 |
|
|
2015
Q3 | $266K | Buy |
5,184
+140
| +3% | +$7.7K | 0.09% | 96 |
|
|
2015
Q2 | $284K | Sell |
5,044
-1,867
| -27% | -$104K | 0.09% | 95 |
|
|
2015
Q1 | $376K | Buy |
6,911
+1,145
| +20% | +$61.9K | 0.12% | 55 |
|
|
2014
Q4 | $316K | Sell |
5,766
-29
| -0.5% | -$1.54K | 0.1% | 65 |
|
|
2014
Q3 | $301K | Sell |
5,795
-1,386
| -19% | -$71.3K | 0.1% | 60 |
|
|
2014
Q2 | $377K | Buy |
7,181
+788
| +12% | +$39.6K | 0.13% | 50 |
|
|
2014
Q1 | $318K | Sell |
6,393
-2,458
| -28% | -$114K | 0.12% | 56 |
|
|
2013
Q4 | $402K | Sell |
8,851
-275
| -3% | -$11.9K | 0.15% | 53 |
|
|
2013
Q3 | $377K | Sell |
9,126
-60
| -0.7% | -$2.56K | 0.18% | 60 |
|
|
2013
Q2 | $379K | Buy |
+9,186
| New | +$358K | 0.21% | 60 |
|
Other funds holding WFC
Annex Advisory Services's WFC Position: Q3 2026 in Review
Annex Advisory Services increased its Wells Fargo (WFC) stake by 20% in Q3 2026, buying an estimated $124K and bringing the position to 8,765 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #234.
Annex Advisory Services first reported a position in WFC in Q2 2013 and has held it in 36 quarters since. The position peaked at $726K in Q4 2021. 700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.
- Annex Advisory Services held 8,765 shares of Wells Fargo worth $702K as of Q3 2026.
- Annex Advisory Services bought 1,435 Wells Fargo shares in Q3 2026, an estimated $124K.
- Wells Fargo made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #234 holding.
- Annex Advisory Services first reported a position in Wells Fargo in Q2 2013 and has held it in 36 quarters since.
- Annex Advisory Services's Wells Fargo position peaked at $726K in Q4 2021.
- 700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.
Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.