Delos Wealth Advisors’s Wells Fargo WFC Stock Holding History

Delos 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	$1.16K	Buy	+14	New	+$1.13K	﹤0.01%	287
2026 Q1	–	Sell	-26	Closed	-$2.42K	–	319
2025 Q4	$2.42K	Sell	26 -1,414	-98%	-$123K	﹤0.01%	225
2025 Q3	$121K	Buy	1,440 +1,414	+5,438%	+$115K	0.08%	73
2025 Q2	$2.08K	Buy	+26	New	+$1.88K	﹤0.01%	228
2024 Q3	–	Sell	-79	Closed	-$4.69K	–	361
2024 Q2	$4.69K	Hold	79	–	–	﹤0.01%	158
2024 Q1	$4.58K	Buy	79 +29	+58%	+$1.52K	0.01%	160
2023 Q4	$2.46K	Hold	50	–	–	﹤0.01%	131
2023 Q3	$2.06K	Hold	50	–	–	﹤0.01%	177
2023 Q2	$2.13K	Hold	50	–	–	﹤0.01%	175
2023 Q1	$1.87K	Hold	50	–	–	﹤0.01%	193
2022 Q4	$2.06K	Hold	50	–	–	﹤0.01%	205
2022 Q3	$2K	Buy	+50	New	+$2.15K	﹤0.01%	202
2022 Q2	–	Sell	-250	Closed	-$12K	–	269
2022 Q1	$12K	Hold	250	–	–	0.01%	158
2021 Q4	$12K	Buy	+250	New	+$12.3K	0.01%	193

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

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

Delos Wealth Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 14 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Delos Wealth Advisors previously reported a position in WFC as recently as Q4 2025.

Delos Wealth Advisors first reported a position in WFC in Q4 2021 and has held it in 14 quarters since. The position peaked at $121K in Q3 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Delos Wealth Advisors held 14 shares of Wells Fargo worth $1.16K as of Q2 2026.
Wells Fargo was a new Delos Wealth Advisors position in Q2 2026.
Wells Fargo made up ﹤0.01% of Delos Wealth Advisors's portfolio in Q2 2026, its #287 holding.
Delos Wealth Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 14 quarters since.
Delos Wealth Advisors's Wells Fargo position peaked at $121K in Q3 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.