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B. Riley Wealth Advisors’s Wells Fargo WFC Stock Holding History

B. Riley 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 		$2.47M Sell
29,524
-71
-0.2% -$5.71K 0.13% 156
2026
Q1 		$2.27M Buy
29,595
+208
+0.7% +$17.9K 0.14% 150
2025
Q4 		$2.74M Sell
29,387
-1,071
-4% -$93K 0.13% 165
2025
Q3 		$2.55M Sell
30,458
-1,497
-5% -$121K 0.12% 167
2025
Q2 		$2.56M Buy
+31,955
New +$2.3M 0.12% 173
2024
Q4 		$2.79M Sell
39,768
-8,233
-17% -$562K 0.09% 216
2024
Q3 		$2.69M Sell
48,001
-5,158
-10% -$292K 0.07% 256
2024
Q2 		$3.16M Sell
53,159
-14,187
-21% -$838K 0.08% 232
2024
Q1 		$2.75M Buy
67,346
+12,473
+23% +$653K 0.07% 265
2023
Q4 		$2.7M Sell
54,873
-12,473
-19% -$538K 0.07% 278
2023
Q3 		$2.75M Sell
67,346
-11,208
-14% -$484K 0.07% 265
2023
Q2 		$3.33M Sell
78,554
-6,691
-8% -$269K 0.07% 246
2023
Q1 		$3.17M Sell
85,245
-4,741
-5% -$207K 0.08% 238
2022
Q4 		$3.7M Buy
89,986
+9,710
+12% +$430K 0.1% 214
2022
Q3 		$3.21M Buy
80,276
+10,361
+15% +$445K 0.1% 217
2022
Q2 		$2.72M Sell
69,915
-6,829
-9% -$300K 0.11% 182
2022
Q1 		$3.69M Buy
76,744
+6,342
+9% +$339K 0.12% 179
2021
Q4 		$3.35M Buy
70,402
+7,004
+11% +$345K 0.1% 229
2021
Q3 		$2.9M Sell
63,398
-4,905
-7% -$227K 0.09% 253
2021
Q2 		$2.95M Sell
68,303
-10,060
-13% -$449K 0.1% 250
2021
Q1 		$2.85M Buy
78,363
+18,083
+30% +$640K 0.1% 230
2020
Q4 		$1.77M Sell
60,280
-20,967
-26% -$543K 0.09% 221
2020
Q3 		$1.91M Buy
81,247
+3,549
+5% +$87.5K 0.1% 202
2020
Q2 		$1.95M Sell
77,698
-12,126
-13% -$332K 0.13% 167
2020
Q1 		$2.58M Buy
89,824
+36,476
+68% +$1.55M 0.22% 111
2019
Q4 		$2.87M Buy
53,348
+10,471
+24% +$548K 0.24% 92
2019
Q3 		$2.16M Buy
42,877
+6,387
+18% +$301K 0.21% 102
2019
Q2 		$1.73M Buy
36,490
+2,920
+9% +$137K 0.19% 112
2019
Q1 		$1.62M Sell
33,570
-3,725
-10% -$183K 0.2% 105
2018
Q4 		$1.72M Sell
37,295
-3,143
-8% -$161K 0.24% 93
2018
Q3 		$2.13M Buy
40,438
+808
+2% +$46.1K 0.25% 87
2018
Q2 		$2.2M Buy
39,630
+1,800
+5% +$96.4K 0.29% 79
2018
Q1 		$1.98M Sell
37,830
-13,727
-27% -$815K 0.28% 86
2017
Q4 		$3.13M Sell
51,557
-67,345
-57% -$3.8M 0.42% 57
2017
Q3 		$6.58M Buy
118,902
+52,616
+79% +$2.8M 1.09% 13
2017
Q2 		$3.67M Sell
66,286
-424
-0.6% -$22.7K 0.67% 26
2017
Q1 		$3.72M Sell
66,710
-4,094
-6% -$232K 0.74% 30
2016
Q4 		$3.9M Sell
70,804
-5,236
-7% -$263K 0.79% 25
2016
Q3 		$2.94M Sell
76,040
-1,948
-2% -$93.2K 0.58% 33
2016
Q2 		$3.25M Buy
77,988
+1,430
+2% +$69.7K 0.65% 29
2016
Q1 		$3.27M Sell
76,558
-3,683
-5% -$180K 0.76% 24
2015
Q4 		$4.36M Buy
80,241
+5,906
+8% +$321K 0.88% 14
2015
Q3 		$3.82M Buy
74,335
+7,535
+11% +$414K 0.92% 12
2015
Q2 		$3.76M Buy
66,800
+38,371
+135% +$2.14M 0.93% 13
2015
Q1 		$1.55M Sell
28,429
-16,198
-36% -$875K 0.38% 63
2014
Q4 		$12.8K Buy
44,627
+20,605
+86% +$1.09M 0.27% 69
2014
Q3 		$1.25M Sell
24,022
-24,855
-51% -$1.28M 0.32% 69
2014
Q2 		$1.43M Buy
48,877
+26,927
+123% +$1.35M 0.34% 52
2014
Q1 		$1.09M Buy
21,950
+2,462
+13% +$115K 0.33% 63
2013
Q4 		$885K Hold
19,488
– – 0.28% 81
2013
Q3 		$805K Sell
19,488
-406
-2% -$17.3K 0.28% 84
2013
Q2 		$821K Buy
+19,894
New +$775K 0.28% 78

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
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

B. Riley Wealth Advisors's WFC Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Wells Fargo (WFC) stake by 0.24% in Q2 2026, selling an estimated $5.71K and leaving 29,524 shares worth $2.47M. The position accounts for 0.13% of the portfolio, ranked #156.

B. Riley Wealth Advisors first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.58M in Q3 2017. 931 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • B. Riley Wealth Advisors held 29,524 shares of Wells Fargo worth $2.47M as of Q2 2026.
  • B. Riley Wealth Advisors sold 71 Wells Fargo shares in Q2 2026, an estimated $5.71K.
  • Wells Fargo made up 0.13% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • B. Riley Wealth Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Wells Fargo position peaked at $6.58M in Q3 2017.
  • 931 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.