CFS Investment Advisory Services’s Wells Fargo WFC Stock Holding History

CFS Investment Advisory Services’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	$435K	Buy	5,084 +1,848	+57%	+$149K	0.03%	268
2026 Q1	$263K	Buy	+3,236	New	+$278K	0.02%	324

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 $3.38T AUM 44.17% 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

CFS Investment Advisory Services's WFC Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Wells Fargo (WFC) stake by 57% in Q2 2026, buying an estimated $149K and bringing the position to 5,084 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #268.

CFS Investment Advisory Services first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

CFS Investment Advisory Services held 5,084 shares of Wells Fargo worth $435K as of Q2 2026.
CFS Investment Advisory Services bought 1,848 Wells Fargo shares in Q2 2026, an estimated $149K.
Wells Fargo made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #268 holding.
CFS Investment Advisory Services first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.