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Cambridge Advisors’s Wells Fargo WFC Stock Holding History

Cambridge 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 		$556K Sell
6,728
-295
-4% -$23.7K 0.1% 119
2026
Q1 		$559K Hold
7,023
– – 0.11% 114
2025
Q4 		$655K Buy
7,023
+1
+0% +$87 0.12% 106
2025
Q3 		$589K Sell
7,022
-98
-1% -$7.95K 0.12% 112
2025
Q2 		$570K Sell
7,120
-99
-1% -$7.14K 0.12% 111
2025
Q1 		$518K Buy
7,219
+67
+0.9% +$5.03K 0.11% 113
2024
Q4 		$502K Buy
7,152
+36
+0.5% +$2.46K 0.11% 114
2024
Q3 		$402K Sell
7,116
-598
-8% -$33.8K 0.09% 131
2024
Q2 		$458K Buy
7,714
+852
+12% +$50.3K 0.11% 121
2024
Q1 		$398K Buy
6,862
+680
+11% +$35.6K 0.09% 132
2023
Q4 		$304K Sell
6,182
-198
-3% -$8.54K 0.08% 139
2023
Q3 		$261K Buy
6,380
+2
+0% +$86 0.07% 146
2023
Q2 		$272K Sell
6,378
-1,598
-20% -$64.3K 0.07% 144
2023
Q1 		$298K Buy
7,976
+2
+0% +$87 0.08% 147
2022
Q4 		$329K Sell
7,974
-78
-1% -$3.45K 0.09% 140
2022
Q3 		$324K Sell
8,052
-298
-4% -$12.8K 0.09% 133
2022
Q2 		$327K Buy
8,350
+1
+0% +$44 0.09% 140
2022
Q1 		$405K Sell
8,349
-3,613
-30% -$193K 0.1% 132
2021
Q4 		$574K Sell
11,962
-99
-0.8% -$4.87K 0.13% 114
2021
Q3 		$560K Buy
12,061
+1
+0% +$46 0.14% 109
2021
Q2 		$546K Hold
12,060
– – 0.13% 108
2021
Q1 		$471K Buy
12,060
+1
+0% +$35 0.12% 110
2020
Q4 		$364K Sell
12,059
-99
-0.8% -$2.56K 0.1% 121
2020
Q3 		$286K Sell
12,158
-13,702
-53% -$338K 0.08% 127
2020
Q2 		$662K Sell
25,860
-150
-0.6% -$4.1K 0.21% 77
2020
Q1 		$746K Sell
26,010
-2,022
-7% -$86K 0.27% 64
2019
Q4 		$1.51M Sell
28,032
-1,345
-5% -$70.4K 0.46% 35
2019
Q3 		$1.48M Buy
29,377
+6
+0% +$283 0.49% 31
2019
Q2 		$1.39M Sell
29,371
-2,544
-8% -$119K 0.46% 35
2019
Q1 		$1.54M Sell
31,915
-1,095
-3% -$53.9K 0.53% 36
2018
Q4 		$1.52M Sell
33,010
-2,306
-7% -$118K 0.57% 31
2018
Q3 		$1.86M Sell
35,316
-396
-1% -$22.6K 0.63% 27
2018
Q2 		$1.98M Sell
35,712
-1,721
-5% -$92.2K 0.7% 24
2018
Q1 		$1.96M Buy
37,433
+5,041
+16% +$299K 0.7% 24
2017
Q4 		$1.97M Sell
32,392
-1,198
-4% -$67.7K 0.71% 25
2017
Q3 		$1.85M Sell
33,590
-268
-0.8% -$14.2K 0.71% 26
2017
Q2 		$1.88M Sell
33,858
-1,058
-3% -$56.7K 0.76% 24
2017
Q1 		$1.94M Sell
34,916
-198
-0.6% -$11.2K 0.8% 24
2016
Q4 		$1.94M Buy
35,114
+102
+0.3% +$5.13K 0.86% 24
2016
Q3 		$1.55M Buy
35,012
+6,512
+23% +$312K 0.69% 28
2016
Q2 		$1.35M Buy
28,500
+102
+0.4% +$4.97K 0.62% 35
2016
Q1 		$1.37M Sell
28,398
-198
-0.7% -$9.7K 0.64% 35
2015
Q4 		$1.55M Buy
28,596
+2
+0% +$109 0.88% 28
2015
Q3 		$1.47M Buy
28,594
+863
+3% +$47.5K 0.87% 29
2015
Q2 		$1.56M Buy
27,731
+1,527
+6% +$85.1K 0.88% 29
2015
Q1 		$1.43M Sell
26,204
-500
-2% -$27K 0.83% 31
2014
Q4 		$1.46M Buy
+26,704
New +$1.41M 0.9% 31

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cambridge Advisors's WFC Position: Q2 2026 in Review

Cambridge Advisors reduced its Wells Fargo (WFC) stake by 4.2% in Q2 2026, selling an estimated $23.7K and leaving 6,728 shares worth $556K. The position accounts for 0.1% of the portfolio, ranked #119.

Cambridge Advisors first reported a position in WFC in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.98M in Q2 2018. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cambridge Advisors held 6,728 shares of Wells Fargo worth $556K as of Q2 2026.
  • Cambridge Advisors sold 295 Wells Fargo shares in Q2 2026, an estimated $23.7K.
  • Wells Fargo made up 0.1% of Cambridge Advisors's portfolio in Q2 2026, its #119 holding.
  • Cambridge Advisors first reported a position in Wells Fargo in Q4 2014 and has held it in 47 quarters since.
  • Cambridge Advisors's Wells Fargo position peaked at $1.98M in Q2 2018.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.