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Concurrent Investment Advisors’s Wells Fargo WFC Stock Holding History

Concurrent 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 		$9.05M Buy
109,486
+39,690
+57% +$3.19M 0.08% 285
2026
Q1 		$5.56M Sell
69,796
-26,262
-27% -$2.26M 0.06% 339
2025
Q4 		$8.95M Buy
96,058
+29,127
+44% +$2.53M 0.1% 211
2025
Q3 		$5.61M Sell
66,931
-17,823
-21% -$1.45M 0.1% 219
2025
Q2 		$6.79M Buy
84,754
+2,704
+3% +$195K 0.13% 171
2025
Q1 		$5.89M Buy
82,050
+37,004
+82% +$2.78M 0.14% 154
2024
Q4 		$3.16M Buy
45,046
+3,643
+9% +$249K 0.09% 232
2024
Q3 		$2.34M Buy
41,403
+643
+2% +$36.4K 0.07% 274
2024
Q2 		$2.42M Buy
40,760
+7,235
+22% +$427K 0.08% 236
2024
Q1 		$1.94M Buy
33,525
+1,435
+4% +$75.1K 0.08% 249
2023
Q4 		$1.58M Buy
+32,090
New +$1.38M 0.07% 263

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 $3.38T AUM 44.17% 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

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

Concurrent Investment Advisors increased its Wells Fargo (WFC) stake by 57% in Q2 2026, buying an estimated $3.19M and bringing the position to 109,486 shares worth $9.05M. The position accounts for 0.08% of the portfolio, ranked #285.

Concurrent Investment Advisors first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Concurrent Investment Advisors held 109,486 shares of Wells Fargo worth $9.05M as of Q2 2026.
  • Concurrent Investment Advisors bought 39,690 Wells Fargo shares in Q2 2026, an estimated $3.19M.
  • Wells Fargo made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #285 holding.
  • Concurrent Investment Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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