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Arkadios Wealth Advisors’s Wells Fargo WFC Stock Holding History

Arkadios Wealth 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 		$5.21M Buy
63,029
+8,082
+15% +$650K 0.08% 260
2026
Q1 		$4.37M Buy
54,947
+3,336
+6% +$287K 0.07% 288
2025
Q4 		$4.81M Buy
51,611
+7,989
+18% +$694K 0.09% 231
2025
Q3 		$3.66M Buy
43,622
+17,223
+65% +$1.4M 0.09% 244
2025
Q2 		$2.12M Buy
26,399
+1,676
+7% +$121K 0.06% 333
2025
Q1 		$1.77M Buy
24,723
+2,612
+12% +$196K 0.07% 317
2024
Q4 		$1.55M Buy
22,111
+2,310
+12% +$158K 0.08% 232
2024
Q3 		$1.12M Buy
19,801
+3,228
+19% +$183K 0.06% 291
2024
Q2 		$984K Buy
16,573
+1,788
+12% +$106K 0.07% 285
2024
Q1 		$857K Buy
14,785
+449
+3% +$23.5K 0.07% 268
2023
Q4 		$706K Sell
14,336
-1,010
-7% -$43.6K 0.06% 290
2023
Q3 		$627K Sell
15,346
-1,880
-11% -$81.2K 0.06% 286
2023
Q2 		$735K Buy
17,226
+223
+1% +$8.98K 0.09% 230
2023
Q1 		$636K Buy
17,003
+460
+3% +$20.1K 0.08% 257
2022
Q4 		$683K Buy
16,543
+729
+5% +$32.3K 0.09% 233
2022
Q3 		$636K Buy
15,814
+13
+0.1% +$559 0.1% 229
2022
Q2 		$619K Sell
15,801
-42
-0.3% -$1.84K 0.09% 245
2022
Q1 		$768K Sell
15,843
-6,413
-29% -$343K 0.1% 231
2021
Q4 		$1.07M Sell
22,256
-1,227
-5% -$60.4K 0.14% 170
2021
Q3 		$1.09M Sell
23,483
-12,445
-35% -$576K 0.16% 152
2021
Q2 		$1.63M Buy
35,928
+17,505
+95% +$782K 0.2% 129
2021
Q1 		$719K Buy
18,423
+14,667
+390% +$519K 0.12% 197
2020
Q4 		$113K Buy
3,756
+3,178
+550% +$82.3K 0.02% 417
2020
Q3 		$13.2K Buy
578
+41
+8% +$1.01K 0.01% 685
2020
Q2 		$13K Sell
537
-719
-57% -$19.7K 0.01% 627
2020
Q1 		$36K Sell
1,256
-791
-39% -$33.6K 0.02% 386
2019
Q4 		$98.5K Buy
+2,047
New +$107K 0.06% 229

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arkadios Wealth Advisors's WFC Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Wells Fargo (WFC) stake by 15% in Q2 2026, buying an estimated $650K and bringing the position to 63,029 shares worth $5.21M. The position accounts for 0.08% of the portfolio, ranked #260.

Arkadios Wealth Advisors first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Arkadios Wealth Advisors held 63,029 shares of Wells Fargo worth $5.21M as of Q2 2026.
  • Arkadios Wealth Advisors bought 8,082 Wells Fargo shares in Q2 2026, an estimated $650K.
  • Wells Fargo made up 0.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #260 holding.
  • Arkadios Wealth Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.