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CWC Advisors’s Wells Fargo WFC Stock Holding History

CWC 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 		$1.97M Sell
23,838
-1,386
-5% -$111K 0.87% 33
2026
Q1 		$2.01M Sell
25,224
-213
-0.8% -$18.3K 0.96% 30
2025
Q4 		$2.37M Sell
25,437
-119
-0.5% -$10.3K 1.14% 27
2025
Q3 		$2.14M Sell
25,556
-330
-1% -$26.8K 1.05% 29
2025
Q2 		$2.07M Buy
25,886
+692
+3% +$49.9K 1.07% 27
2025
Q1 		$1.81M Buy
25,194
+8,398
+50% +$631K 1.03% 27
2024
Q4 		$1.18M Buy
16,796
+365
+2% +$24.9K 1.18% 23
2024
Q3 		$928K Buy
+16,431
New +$929K 0.92% 33

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
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

CWC Advisors's WFC Position: Q2 2026 in Review

CWC Advisors reduced its Wells Fargo (WFC) stake by 5.5% in Q2 2026, selling an estimated $111K and leaving 23,838 shares worth $1.97M. The position accounts for 0.87% of the portfolio, ranked #33.

CWC Advisors first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.37M in Q4 2025. 644 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • CWC Advisors held 23,838 shares of Wells Fargo worth $1.97M as of Q2 2026.
  • CWC Advisors sold 1,386 Wells Fargo shares in Q2 2026, an estimated $111K.
  • Wells Fargo made up 0.87% of CWC Advisors's portfolio in Q2 2026, its #33 holding.
  • CWC Advisors first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's Wells Fargo position peaked at $2.37M in Q4 2025.
  • 644 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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