Carson Advisory’s Wells Fargo WFC Stock Holding History

Carson Advisory’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	$1.06M	Buy	12,781 +304	+2%	+$24.4K	0.49%	51
2026 Q1	$993K	Buy	12,477 +1,094	+10%	+$94K	0.51%	47
2025 Q4	$1.06M	Sell	11,383 -913	-7%	-$79.3K	0.55%	45
2025 Q3	$1.03M	Sell	12,296 -400	-3%	-$32.4K	0.56%	44
2025 Q2	$1.02M	Sell	12,696 -300	-2%	-$21.6K	0.65%	42
2025 Q1	$933K	Sell	12,996 -231	-2%	-$17.3K	0.63%	40
2024 Q4	$929K	Sell	13,227 -492	-4%	-$33.6K	0.65%	43
2024 Q3	$775K	Sell	13,719 -58	-0.4%	-$3.28K	0.49%	61
2024 Q2	$818K	Buy	13,777 +1,163	+9%	+$68.7K	0.57%	50
2024 Q1	$731K	Sell	12,614 -55	-0.4%	-$2.88K	0.51%	58
2023 Q4	$624K	Sell	12,669 -333	-3%	-$14.4K	0.48%	67
2023 Q3	$531K	Sell	13,002 -369	-3%	-$15.9K	0.47%	74
2023 Q2	$571K	Buy	13,371 +217	+2%	+$8.73K	0.48%	70
2023 Q1	$492K	Sell	13,154 -1,692	-11%	-$73.7K	0.44%	72
2022 Q4	$613K	Buy	14,846 +1,289	+10%	+$57.1K	0.59%	49
2022 Q3	$545K	Sell	13,557 -265	-2%	-$11.4K	0.6%	53
2022 Q2	$541K	Buy	13,822 +97	+0.7%	+$4.26K	0.6%	50
2022 Q1	$665K	Sell	13,725 -2,387	-15%	-$128K	0.66%	45
2021 Q4	$773K	Buy	+16,112	New	+$793K	0.78%	38

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Advisory's WFC Position: Q2 2026 in Review

Carson Advisory increased its Wells Fargo (WFC) stake by 2.4% in Q2 2026, buying an estimated $24.4K and bringing the position to 12,781 shares worth $1.06M. The position accounts for 0.49% of the portfolio, ranked #51.

Carson Advisory first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Carson Advisory held 12,781 shares of Wells Fargo worth $1.06M as of Q2 2026.
Carson Advisory bought 304 Wells Fargo shares in Q2 2026, an estimated $24.4K.
Wells Fargo made up 0.49% of Carson Advisory's portfolio in Q2 2026, its #51 holding.
Carson Advisory first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
Carson Advisory's Wells Fargo position peaked at $1.06M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.