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Arbor Investment Advisors’s Wells Fargo WFC Stock Holding History

Arbor 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 		$504K Buy
+6,094
New +$490K 0.06% 77
2025
Q4 		– Sell
-5,507
Closed -$462K – 132
2025
Q3 		$462K Buy
+5,507
New +$447K 0.06% 78
2024
Q4 		– Sell
-6,671
Closed -$377K – 124
2024
Q3 		$377K Buy
+6,671
New +$377K 0.05% 76
2024
Q2 		– Sell
-6,671
Closed -$387K – 115
2024
Q1 		$387K Hold
6,671
– – 0.06% 69
2023
Q4 		$328K Sell
6,671
-1,168
-15% -$50.4K 0.05% 72
2023
Q3 		$320K Sell
7,839
-81
-1% -$3.5K 0.06% 69
2023
Q2 		$338K Sell
7,920
-897
-10% -$36.1K 0.06% 70
2023
Q1 		$330K Sell
8,817
-4,449
-34% -$194K 0.06% 74
2022
Q4 		$548K Buy
+13,266
New +$587K 0.11% 54
2022
Q3 		– Sell
-8,837
Closed -$346K – 107
2022
Q2 		$346K Buy
8,837
+3
+0% +$132 0.07% 67
2022
Q1 		$428K Sell
8,834
-18
-0.2% -$963 0.08% 65
2021
Q4 		$425K Buy
8,852
+46
+0.5% +$2.27K 0.08% 62
2021
Q3 		$409K Buy
8,806
+100
+1% +$4.63K 0.08% 63
2021
Q2 		$394K Sell
8,706
-2,959
-25% -$132K 0.08% 66
2021
Q1 		$456K Sell
11,665
-129
-1% -$4.57K 0.1% 61
2020
Q4 		$356K Sell
11,794
-1,318
-10% -$34.1K 0.08% 65
2020
Q3 		$308K Buy
13,112
+265
+2% +$6.53K 0.08% 65
2020
Q2 		$329K Sell
12,847
-4,107
-24% -$112K 0.09% 62
2020
Q1 		$487K Sell
16,954
-8
-0% -$340 0.16% 40
2019
Q4 		$913K Sell
16,962
-580
-3% -$30.4K 0.26% 32
2019
Q3 		$885K Buy
17,542
+2,775
+19% +$131K 0.27% 30
2019
Q2 		$699K Sell
14,767
-2,942
-17% -$138K 0.22% 30
2019
Q1 		$856K Hold
17,709
– – 0.27% 25
2018
Q4 		$816K Sell
17,709
-527
-3% -$27K 0.3% 25
2018
Q3 		$958K Sell
18,236
-2,196
-11% -$125K 0.36% 23
2018
Q2 		$1.13M Buy
20,432
+437
+2% +$23.4K 0.45% 19
2018
Q1 		$1.05M Sell
19,995
-50
-0.2% -$2.97K 0.44% 19
2017
Q4 		$1.22M Buy
20,045
+436
+2% +$24.6K 0.53% 17
2017
Q3 		$1.08M Buy
19,609
+3
+0% +$159 0.51% 17
2017
Q2 		$1.09M Sell
19,606
-269
-1% -$14.4K 0.54% 18
2017
Q1 		$1.11M Sell
19,875
-1,015
-5% -$57.6K 0.57% 17
2016
Q4 		$1.15M Sell
20,890
-4,141
-17% -$208K 0.62% 16
2016
Q3 		$1.11M Sell
25,031
-2,319
-8% -$111K 0.61% 16
2016
Q2 		$1.29M Sell
27,350
-571
-2% -$27.8K 0.74% 16
2016
Q1 		$1.35M Buy
27,921
+5,847
+26% +$286K 0.81% 16
2015
Q4 		$1.2M Buy
22,074
+389
+2% +$21.1K 0.72% 15
2015
Q3 		$1.11M Sell
21,685
-87
-0.4% -$4.78K 0.7% 15
2015
Q2 		$1.22M Sell
21,772
-680
-3% -$37.9K 0.69% 15
2015
Q1 		$1.22M Sell
22,452
-143
-0.6% -$7.73K 0.68% 15
2014
Q4 		$1.24M Sell
22,595
-381
-2% -$20.2K 0.7% 15
2014
Q3 		$1.19M Sell
22,976
-616
-3% -$31.7K 0.67% 16
2014
Q2 		$1.24M Sell
23,592
-1,428
-6% -$71.8K 0.66% 18
2014
Q1 		$1.25M Buy
25,020
+305
+1% +$14.2K 0.71% 16
2013
Q4 		$1.12M Buy
24,715
+4
+0% +$173 0.68% 18
2013
Q3 		$1.02M Sell
24,711
-4
-0% -$171 0.66% 16
2013
Q2 		$1.02M Buy
+24,715
New +$963K 0.72% 16

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

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

Arbor Investment Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 6,094 shares worth $504K. The stake represents 0.06% of the portfolio and ranks #77 among its holdings. This is a return to the name: Arbor Investment Advisors previously reported a position in WFC as recently as Q3 2025.

Arbor Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.35M in Q1 2016. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Arbor Investment Advisors held 6,094 shares of Wells Fargo worth $504K as of Q2 2026.
  • Wells Fargo was a new Arbor Investment Advisors position in Q2 2026.
  • Wells Fargo made up 0.06% of Arbor Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Arbor Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 46 quarters since.
  • Arbor Investment Advisors's Wells Fargo position peaked at $1.35M in Q1 2016.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.