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B.O.S.S. Retirement Advisors’s Wells Fargo WFC Stock Holding History

B.O.S.S. Retirement 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 		$651K Buy
7,874
+52
+0.7% +$4.18K 0.18% 78
2026
Q1 		$623K Sell
7,822
-1,046
-12% -$89.8K 0.19% 81
2025
Q4 		$827K Buy
8,868
+469
+6% +$40.7K 0.26% 71
2025
Q3 		$704K Buy
8,399
+1,228
+17% +$99.6K 0.17% 103
2025
Q2 		$575K Buy
7,171
+978
+16% +$70.5K 0.14% 114
2025
Q1 		$445K Sell
6,193
-39,684
-87% -$2.98M 0.13% 109
2024
Q4 		$3.22M Buy
45,877
+37,877
+473% +$2.59M 0.9% 24
2024
Q3 		$452K Buy
+8,000
New +$452K 0.09% 157
2024
Q1 		– Sell
-32,353
Closed -$1.59M – 241
2023
Q4 		$1.59M Sell
32,353
-573
-2% -$24.7K 0.31% 109
2023
Q3 		$1.35M Sell
32,926
-16
-0% -$691 0.29% 133
2023
Q2 		$1.41M Sell
32,942
-46,807
-59% -$1.88M 0.3% 143
2023
Q1 		$2.98M Buy
79,749
+1,538
+2% +$67K 0.7% 33
2022
Q4 		$3.23M Buy
+78,211
New +$3.46M 0.83% 24

Other funds holding WFC

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

B.O.S.S. Retirement Advisors's WFC Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Wells Fargo (WFC) stake by 0.66% in Q2 2026, buying an estimated $4.18K and bringing the position to 7,874 shares worth $651K. The position accounts for 0.18% of the portfolio, ranked #78.

B.O.S.S. Retirement Advisors first reported a position in WFC in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.23M in Q4 2022. 1,007 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 7,874 shares of Wells Fargo worth $651K as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 52 Wells Fargo shares in Q2 2026, an estimated $4.18K.
  • Wells Fargo made up 0.18% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #78 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Wells Fargo in Q4 2022 and has held it in 13 quarters since.
  • B.O.S.S. Retirement Advisors's Wells Fargo position peaked at $3.23M in Q4 2022.
  • 1,007 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.