Cache Advisors’s Wells Fargo WFC Stock Holding History

Cache 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	$587K	Hold	7,100	–	–	0.05%	98
2026 Q1	$565K	Hold	7,100	–	–	0.07%	78
2025 Q4	$662K	Hold	7,100	–	–	0.08%	71
2025 Q3	$595K	Hold	7,100	–	–	0.1%	66
2025 Q2	$569K	Buy	+7,100	New	+$512K	0.15%	60

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cache Advisors's WFC Position: Q2 2026 in Review

Cache Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 7,100 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #98.

Cache Advisors first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $662K in Q4 2025. 701 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cache Advisors held 7,100 shares of Wells Fargo worth $587K as of Q2 2026.
Cache Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.05% of Cache Advisors's portfolio in Q2 2026, its #98 holding.
Cache Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
Cache Advisors's Wells Fargo position peaked at $662K in Q4 2025.
701 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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