CLA (CliftonLarsonAllen) Wealth Advisors’s Wells Fargo WFC Stock Holding History

CLA (CliftonLarsonAllen) 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	$1.28M	Buy	15,493 +2,389	+18%	+$192K	0.02%	178
2026 Q1	$1.04M	Buy	+13,104	New	+$1.13M	0.02%	176
2023 Q2	–	Sell	-19,824	Closed	-$741K	–	184
2023 Q1	$741K	Buy	+19,824	New	+$864K	0.02%	151
2022 Q2	–	Sell	-14,735	Closed	-$714K	–	198
2022 Q1	$714K	Buy	+14,735	New	+$789K	0.03%	158
2021 Q4	–	Sell	-7,261	Closed	-$337K	–	300
2021 Q3	$337K	Sell	7,261 -1,194	-14%	-$55.3K	0.01%	260
2021 Q2	$383K	Buy	+8,455	New	+$378K	0.02%	257
2021 Q1	–	Sell	-10,418	Closed	-$314K	–	176
2020 Q4	$314K	Buy	+10,418	New	+$270K	0.02%	157
2020 Q3	–	Sell	-17,369	Closed	-$445K	–	164
2020 Q2	$445K	Buy	+17,369	New	+$475K	0.03%	141
2019 Q4	$738K	Sell	13,716 -1,337	-9%	-$70K	0.06%	123
2019 Q3	$759K	Buy	+15,053	New	+$709K	0.07%	111
2015 Q3	–	Sell	-4,810	Closed	-$271K	–	165
2015 Q2	$271K	Buy	+4,810	New	+$268K	0.05%	138

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

CLA (CliftonLarsonAllen) Wealth Advisors's WFC Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Wells Fargo (WFC) stake by 18% in Q2 2026, buying an estimated $192K and bringing the position to 15,493 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #178.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in WFC in Q2 2015 and has held it in 11 quarters since. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 15,493 shares of Wells Fargo worth $1.28M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 2,389 Wells Fargo shares in Q2 2026, an estimated $192K.
Wells Fargo made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #178 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Wells Fargo in Q2 2015 and has held it in 11 quarters since.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.