Asset Allocation Strategies’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
$225K Buy
2,726
+5
+0.2% +$402 0.03% 171
2026
Q1
$217K Buy
2,721
+202
+8% +$17.4K 0.04% 161
2025
Q4
$235K Buy
+2,519
New +$219K 0.04% 153
2025
Q1
Sell
-2,756
Closed -$218K 129
2024
Q4
$218K Buy
+2,756
New +$188K 0.05% 123

Other funds holding WFC

Asset Allocation Strategies's WFC Position: Q2 2026 in Review

Asset Allocation Strategies increased its Wells Fargo (WFC) stake by 0.18% in Q2 2026, buying an estimated $402 and bringing the position to 2,726 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #171.

Asset Allocation Strategies first reported a position in WFC in Q4 2024 and has held it in 4 quarters since. The position peaked at $235K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Asset Allocation Strategies held 2,726 shares of Wells Fargo worth $225K as of Q2 2026.
  • Asset Allocation Strategies bought 5 Wells Fargo shares in Q2 2026, an estimated $402.
  • Wells Fargo made up 0.03% of Asset Allocation Strategies's portfolio in Q2 2026, its #171 holding.
  • Asset Allocation Strategies first reported a position in Wells Fargo in Q4 2024 and has held it in 4 quarters since.
  • Asset Allocation Strategies's Wells Fargo position peaked at $235K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.