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Cedar Mountain Advisors’s Wells Fargo WFC Stock Holding History

Cedar Mountain 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 		$54.1K Hold
655
– – 0.01% 167
2026
Q1 		$52.1K Buy
655
+302
+86% +$25.9K 0.01% 147
2025
Q4 		$32.9K Hold
353
– – 0.01% 144
2025
Q3 		$29.6K Buy
353
+68
+24% +$5.51K 0.01% 149
2025
Q2 		$22.8K Sell
285
-45
-14% -$3.25K ﹤0.01% 152
2025
Q1 		$23.7K Hold
330
– – 0.01% 141
2024
Q4 		$23.2K Sell
330
-146
-31% -$9.97K 0.01% 145
2024
Q3 		$26.9K Hold
476
– – 0.01% 128
2024
Q2 		$28.3K Sell
476
-149
-24% -$8.8K 0.01% 110
2024
Q1 		$36.2K Sell
625
-18
-3% -$942 0.01% 94
2023
Q4 		$31.6K Hold
643
– – 0.01% 98
2023
Q3 		$26.3K Hold
643
– – 0.01% 97
2023
Q2 		$27.4K Buy
643
+79
+14% +$3.18K 0.01% 104
2023
Q1 		$21.1K Sell
564
-33
-6% -$1.44K 0.01% 113
2022
Q4 		$24.6K Hold
597
– – 0.01% 100
2022
Q3 		$24K Buy
597
+77
+15% +$3.31K 0.01% 98
2022
Q2 		$20K Hold
520
– – 0.01% 110
2022
Q1 		$25K Sell
520
-97
-16% -$5.19K 0.01% 112
2021
Q4 		$30K Hold
617
– – 0.01% 102
2021
Q3 		$29K Sell
617
-66
-10% -$3.06K 0.01% 105
2021
Q2 		$31K Hold
683
– – 0.01% 96
2021
Q1 		$27K Hold
683
– – 0.01% 111
2020
Q4 		$21K Hold
683
– – 0.01% 119
2020
Q3 		$16K Buy
683
+218
+47% +$5.37K 0.01% 125
2020
Q2 		$12K Hold
465
– – 0.01% 137
2020
Q1 		$13K Buy
465
+60
+15% +$2.55K 0.01% 115
2019
Q4 		$22K Buy
+405
New +$21.2K 0.01% 104

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

Cedar Mountain Advisors's WFC Position: Q2 2026 in Review

Cedar Mountain Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 655 shares worth $54.1K. The position accounts for 0.01% of the portfolio, ranked #167.

Cedar Mountain Advisors first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cedar Mountain Advisors held 655 shares of Wells Fargo worth $54.1K as of Q2 2026.
  • Cedar Mountain Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #167 holding.
  • Cedar Mountain Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.