Diversify Advisory Services’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.1M Buy
58,391
+47,162
+420% +$3.79M 0.09% 222
2026
Q1
$915K Sell
11,229
-14,424
-56% -$1.24M 0.14% 74
2025
Q4
$2.27M Sell
25,653
-306
-1% -$26.6K 0.07% 209
2025
Q3
$2.27M Buy
25,959
+241
+0.9% +$19.5K 0.08% 194
2025
Q2
$2.04M Buy
25,718
+8,714
+51% +$628K 0.08% 185
2025
Q1
$1.21M Sell
17,004
-211
-1% -$15.8K 0.08% 188
2024
Q4
$1.2M Sell
17,215
-10,156
-37% -$693K 0.07% 204
2024
Q3
$1.77M Sell
27,371
-1,438
-5% -$81.3K 0.1% 174
2024
Q2
$1.73M Sell
28,809
-4,055
-12% -$239K 0.09% 175
2024
Q1
$1.89M Buy
+32,864
New +$1.72M 0.11% 159

Other funds holding WFC

Diversify Advisory Services's WFC Position: Q2 2026 in Review

Diversify Advisory Services increased its Wells Fargo (WFC) stake by 420% in Q2 2026, buying an estimated $3.79M and bringing the position to 58,391 shares worth $5.1M. The position accounts for 0.09% of the portfolio, ranked #222.

Diversify Advisory Services first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Diversify Advisory Services held 58,391 shares of Wells Fargo worth $5.1M as of Q2 2026.
  • Diversify Advisory Services bought 47,162 Wells Fargo shares in Q2 2026, an estimated $3.79M.
  • Wells Fargo made up 0.09% of Diversify Advisory Services's portfolio in Q2 2026, its #222 holding.
  • Diversify Advisory Services first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.