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Cohen Investment Advisors’s Wells Fargo WFC Stock Holding History

Cohen Investment 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 		$4.32M Sell
52,273
-279
-0.5% -$22.4K 1.94% 21
2026
Q1 		$4.18M Buy
52,552
+493
+0.9% +$42.3K 1.99% 21
2025
Q4 		$4.85M Buy
52,059
+233
+0.4% +$20.2K 2.23% 14
2025
Q3 		$4.34M Buy
51,826
+1,250
+2% +$101K 2.11% 18
2025
Q2 		$4.05M Buy
50,576
+1,442
+3% +$104K 2.12% 17
2025
Q1 		$3.53M Buy
49,134
+4,770
+11% +$358K 2.05% 23
2024
Q4 		$3.12M Buy
44,364
+916
+2% +$62.5K 1.88% 22
2024
Q3 		$2.45M Sell
43,448
-3
-0% -$170 1.5% 34
2024
Q2 		$1.78M Sell
43,451
-2,427
-5% -$143K 1.43% 34
2024
Q1 		$2.66M Buy
45,878
+4,998
+12% +$261K 1.72% 29
2023
Q4 		$2.01M Sell
40,880
-2,571
-6% -$111K 1.48% 34
2023
Q3 		$1.78M Buy
43,451
+4,051
+10% +$175K 1.43% 34
2023
Q2 		$1.68M Sell
39,400
-3,044
-7% -$123K 1.35% 37
2023
Q1 		$1.59M Sell
42,444
-85
-0.2% -$3.71K 1.25% 40
2022
Q4 		$1.76M Sell
42,529
-302
-0.7% -$13.4K 1.46% 33
2022
Q3 		$1.72M Buy
42,831
+914
+2% +$39.3K 1.58% 31
2022
Q2 		$1.64M Buy
41,917
+509
+1% +$22.3K 1.41% 33
2022
Q1 		$2.01M Buy
41,408
+50
+0.1% +$2.68K 1.49% 32
2021
Q4 		$1.98M Buy
41,358
+780
+2% +$38.4K 1.41% 35
2021
Q3 		$1.88M Buy
40,578
+320
+0.8% +$14.8K 1.44% 39
2021
Q2 		$1.82M Buy
40,258
+54
+0.1% +$2.41K 1.42% 38
2021
Q1 		$1.6M Buy
40,204
+617
+2% +$21.8K 1.3% 40
2020
Q4 		$1.2M Buy
+39,587
New +$1.02M 1.08% 40

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen Investment Advisors's WFC Position: Q2 2026 in Review

Cohen Investment Advisors reduced its Wells Fargo (WFC) stake by 0.53% in Q2 2026, selling an estimated $22.4K and leaving 52,273 shares worth $4.32M. The position accounts for 1.94% of the portfolio, ranked #21.

Cohen Investment Advisors first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.85M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cohen Investment Advisors held 52,273 shares of Wells Fargo worth $4.32M as of Q2 2026.
  • Cohen Investment Advisors sold 279 Wells Fargo shares in Q2 2026, an estimated $22.4K.
  • Wells Fargo made up 1.94% of Cohen Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Cohen Investment Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Cohen Investment Advisors's Wells Fargo position peaked at $4.85M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.