Carolina Wealth Advisors’s Wells Fargo WFC Stock Holding History

Carolina 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	$9.34K	Hold	113	–	–	﹤0.01%	194
2026 Q1	$9K	Hold	113	–	–	﹤0.01%	187
2025 Q4	$10.5K	Hold	113	–	–	﹤0.01%	177
2025 Q3	$9.47K	Hold	113	–	–	﹤0.01%	170
2025 Q2	$9.05K	Hold	113	–	–	﹤0.01%	150
2025 Q1	$8.11K	Hold	113	–	–	﹤0.01%	148
2024 Q4	$7.94K	Hold	113	–	–	﹤0.01%	156
2024 Q3	$6.38K	Hold	113	–	–	﹤0.01%	204
2024 Q2	$6.71K	Hold	113	–	–	﹤0.01%	155
2024 Q1	$6.55K	Hold	113	–	–	﹤0.01%	162
2023 Q4	$5.56K	Hold	113	–	–	﹤0.01%	180
2023 Q3	$4.62K	Hold	113	–	–	﹤0.01%	191
2023 Q2	$4.82K	Hold	113	–	–	﹤0.01%	184
2023 Q1	$4.22K	Hold	113	–	–	﹤0.01%	187
2022 Q4	$5K	Hold	113	–	–	﹤0.01%	175
2022 Q3	$5K	Hold	113	–	–	﹤0.01%	175
2022 Q2	$4K	Hold	113	–	–	﹤0.01%	209
2022 Q1	$5K	Hold	113	–	–	﹤0.01%	210
2021 Q4	$5K	Hold	113	–	–	﹤0.01%	216
2021 Q3	$5K	Hold	113	–	–	﹤0.01%	212
2021 Q2	$5K	Sell	113 -136	-55%	-$6.07K	﹤0.01%	225
2021 Q1	$10K	Buy	249 +136	+120%	+$4.82K	0.01%	207
2020 Q4	$3K	Hold	113	–	–	﹤0.01%	211
2020 Q3	$3K	Buy	+113	New	+$2.79K	﹤0.01%	187
2020 Q1	–	Sell	-23	Closed	-$1K	–	210
2019 Q4	$1K	Buy	+23	New	+$1.21K	﹤0.01%	176

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

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

Carolina Wealth Advisors's WFC Position: Q2 2026 in Review

Carolina Wealth Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 113 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Carolina Wealth Advisors first reported a position in WFC in Q4 2019 and has held it in 25 quarters since. The position peaked at $10.5K in Q4 2025. 521 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Carolina Wealth Advisors held 113 shares of Wells Fargo worth $9.34K as of Q2 2026.
Carolina Wealth Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Carolina Wealth Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 25 quarters since.
Carolina Wealth Advisors's Wells Fargo position peaked at $10.5K in Q4 2025.
521 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.