Cornerstone Wealth Advisors’s Wells Fargo WFC Stock Holding History

Cornerstone 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	$483K	Hold	5,850	–	–	0.1%	34
2026 Q1	$466K	Sell	5,850 -900	-13%	-$77.3K	0.11%	31
2025 Q4	$629K	Sell	6,750 -1,900	-22%	-$165K	0.15%	30
2025 Q3	$725K	Buy	8,650 +1,729	+25%	+$140K	0.18%	30
2025 Q2	$555K	Buy	6,921 +2,287	+49%	+$165K	0.14%	30
2025 Q1	$333K	Sell	4,634 -125	-3%	-$9.38K	0.09%	37
2024 Q4	$334K	Hold	4,759	–	–	0.09%	39
2024 Q3	$269K	Hold	4,759	–	–	0.07%	44
2024 Q2	$283K	Sell	4,759 -190	-4%	-$11.2K	0.08%	42
2024 Q1	$287K	Hold	4,949	–	–	0.09%	39
2023 Q4	$244K	Hold	4,949	–	–	0.08%	40
2023 Q3	$202K	Hold	4,949	–	–	0.07%	43
2023 Q2	$211K	Buy	+4,949	New	+$199K	0.07%	43
2023 Q1	–	Sell	-4,859	Closed	-$201K	–	44
2022 Q4	$201K	Sell	4,859 -234	-5%	-$10.4K	0.08%	42
2022 Q3	$205K	Buy	+5,093	New	+$219K	0.08%	41

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cornerstone Wealth Advisors's WFC Position: Q2 2026 in Review

Cornerstone Wealth Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 5,850 shares worth $483K. The position accounts for 0.1% of the portfolio, ranked #34.

Cornerstone Wealth Advisors first reported a position in WFC in Q3 2022 and has held it in 15 quarters since. The position peaked at $725K in Q3 2025. 645 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cornerstone Wealth Advisors held 5,850 shares of Wells Fargo worth $483K as of Q2 2026.
Cornerstone Wealth Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.1% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Cornerstone Wealth Advisors first reported a position in Wells Fargo in Q3 2022 and has held it in 15 quarters since.
Cornerstone Wealth Advisors's Wells Fargo position peaked at $725K in Q3 2025.
645 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.