Consilium Wealth Advisory
WFC icon

Consilium Wealth Advisory’s Wells Fargo WFC Stock Holding History

Consilium Wealth Advisory’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
Q3 		$12.3M Sell
153,151
-319
-0.2% -$27.6K 3.62% 6
2026
Q2 		$12.7M Sell
153,470
-1,026
-0.7% -$82.5K 3.76% 6
2026
Q1 		$12.3M Sell
154,496
-11,906
-7% -$1.02M 4.2% 6
2025
Q4 		$15.5M Sell
166,402
-680
-0.4% -$59K 5.72% 5
2025
Q3 		$14M Sell
167,082
-9,846
-6% -$798K 5.4% 5
2025
Q2 		$14.2M Buy
176,928
+503
+0.3% +$36.3K 5.98% 5
2025
Q1 		$12.7M Buy
176,425
+5,407
+3% +$406K 6.35% 4
2024
Q4 		$12M Buy
171,018
+14,740
+9% +$1.01M 5.73% 4
2024
Q3 		$8.83M Buy
156,278
+646
+0.4% +$36.5K 4.82% 5
2024
Q2 		$9.24M Sell
155,632
-8,605
-5% -$508K 5.05% 5
2024
Q1 		$9.5M Sell
164,237
-5,054
-3% -$264K 5.36% 4
2023
Q4 		$8.33M Sell
169,291
-1,921
-1% -$82.9K 5.01% 4
2023
Q3 		$7M Sell
171,212
-12,594
-7% -$544K 4.9% 4
2023
Q2 		$7.84M Buy
183,806
+385
+0.2% +$15.5K 5.44% 4
2023
Q1 		$6.86M Sell
183,421
-4,700
-2% -$205K 5.85% 4
2022
Q4 		$7.77M Sell
188,121
-5,773
-3% -$256K 6.62% 4
2022
Q3 		$7.8M Sell
193,894
-249
-0.1% -$10.7K 8.69% 2
2022
Q2 		$7.6M Sell
194,143
-1,098
-0.6% -$48.2K 8.19% 2
2022
Q1 		$9.46M Sell
195,241
-705
-0.4% -$37.7K 6.78% 3
2021
Q4 		$9.4M Buy
+195,946
New +$9.6M 6.09% 4

Other funds holding WFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Consilium Wealth Advisory's WFC Position: Q3 2026 in Review

Consilium Wealth Advisory reduced its Wells Fargo (WFC) stake by 0.21% in Q3 2026, selling an estimated $27.6K and leaving 153,151 shares worth $12.3M. The position accounts for 3.62% of the portfolio, ranked #6.

Consilium Wealth Advisory first reported a position in WFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $15.5M in Q4 2025. 1,503 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Consilium Wealth Advisory held 153,151 shares of Wells Fargo worth $12.3M as of Q3 2026.
  • Consilium Wealth Advisory sold 319 Wells Fargo shares in Q3 2026, an estimated $27.6K.
  • Wells Fargo made up 3.62% of Consilium Wealth Advisory's portfolio in Q3 2026, its #6 holding.
  • Consilium Wealth Advisory first reported a position in Wells Fargo in Q4 2021 and has held it in 20 quarters since.
  • Consilium Wealth Advisory's Wells Fargo position peaked at $15.5M in Q4 2025.
  • 1,503 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.