Cumberland Advisors’s Wells Fargo WFC Stock Holding History

Cumberland 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	$521K	Sell	6,300 -2,500	-28%	-$201K	0.18%	39
2026 Q1	$701K	Hold	8,800	–	–	0.27%	36
2025 Q4	$820K	Hold	8,800	–	–	0.31%	37
2025 Q3	$738K	Sell	8,800 -2,000	-19%	-$162K	0.28%	37
2025 Q2	$865K	Sell	10,800 -21	-0.2%	-$1.51K	0.36%	36
2025 Q1	$777K	Buy	10,821 +21	+0.2%	+$1.58K	0.35%	35
2024 Q4	$759K	Sell	10,800 -500	-4%	-$34.1K	0.3%	36
2024 Q3	$638K	Hold	11,300	–	–	0.25%	38
2024 Q2	$671K	Hold	11,300	–	–	0.27%	40
2024 Q1	$655K	Hold	11,300	–	–	0.24%	45
2023 Q4	$556K	Sell	11,300 -1,000	-8%	-$43.2K	0.24%	41
2023 Q3	$503K	Sell	12,300 -5,000	-29%	-$216K	0.22%	43
2023 Q2	$738K	Hold	17,300	–	–	0.34%	41
2023 Q1	$647K	Sell	17,300 -500	-3%	-$21.8K	0.27%	44
2022 Q4	$735K	Sell	17,800 -1,300	-7%	-$57.5K	0.32%	43
2022 Q3	$768K	Sell	19,100 -3,300	-15%	-$142K	0.31%	41
2022 Q2	$877K	Sell	22,400 -2,438	-10%	-$107K	0.29%	40
2022 Q1	$1.2M	Buy	24,838 +2,438	+11%	+$130K	0.28%	40
2021 Q4	$1.07M	Sell	22,400 -1,750	-7%	-$86.2K	0.23%	41
2021 Q3	$1.12M	Sell	24,150 -1,250	-5%	-$57.9K	0.26%	40
2021 Q2	$1.15M	Hold	25,400	–	–	0.27%	43
2021 Q1	$992K	Buy	25,400 +3,000	+13%	+$106K	0.25%	46
2020 Q4	$676K	Buy	+22,400	New	+$580K	0.25%	45
2020 Q2	$548K	Buy	+21,400	New	+$586K	0.21%	49

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

Cumberland Advisors's WFC Position: Q2 2026 in Review

Cumberland Advisors reduced its Wells Fargo (WFC) stake by 28% in Q2 2026, selling an estimated $201K and leaving 6,300 shares worth $521K. The position accounts for 0.18% of the portfolio, ranked #39.

Cumberland Advisors first reported a position in WFC in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.2M in Q1 2022. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cumberland Advisors held 6,300 shares of Wells Fargo worth $521K as of Q2 2026.
Cumberland Advisors sold 2,500 Wells Fargo shares in Q2 2026, an estimated $201K.
Wells Fargo made up 0.18% of Cumberland Advisors's portfolio in Q2 2026, its #39 holding.
Cumberland Advisors first reported a position in Wells Fargo in Q2 2020 and has held it in 24 quarters since.
Cumberland Advisors's Wells Fargo position peaked at $1.2M in Q1 2022.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.