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
2022 Q2	–	Sell	-38,816	Closed	-$1K	–	538
2022 Q1	$1K	Buy	+38,816	New	+$2.08M	﹤0.01%	403

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 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 2022 and has held it in 3 quarters since. 806 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 2022 and has held it in 3 quarters since.
806 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.