DA
WFC icon

Doliver Advisors’s Wells Fargo WFC Stock Holding History

Doliver 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 		$569K Hold
6,889
– – 0.13% 113
2026
Q1 		$548K Sell
6,889
-332
-5% -$28.5K 0.12% 112
2025
Q4 		$673K Sell
7,221
-454
-6% -$39.4K 0.17% 100
2025
Q3 		$643K Hold
7,675
– – 0.17% 102
2025
Q2 		$615K Hold
7,675
– – 0.17% 98
2025
Q1 		$551K Sell
7,675
-150
-2% -$11.3K 0.15% 98
2024
Q4 		$550K Hold
7,825
– – 0.15% 93
2024
Q3 		$442K Buy
7,825
+55
+0.7% +$3.11K 0.12% 101
2024
Q2 		$461K Hold
7,770
– – 0.13% 95
2024
Q1 		$450K Sell
7,770
-739
-9% -$38.7K 0.13% 98
2023
Q4 		$419K Sell
8,509
-711
-8% -$30.7K 0.13% 102
2023
Q3 		$377K Sell
9,220
-88
-0.9% -$3.8K 0.11% 108
2023
Q2 		$397K Sell
9,308
-155
-2% -$6.24K 0.12% 115
2023
Q1 		$354K Buy
9,463
+243
+3% +$10.6K 0.11% 114
2022
Q4 		$381K Sell
9,220
-50
-0.5% -$2.21K 0.13% 97
2022
Q3 		$373K Sell
9,270
-39
-0.4% -$1.68K 0.14% 94
2022
Q2 		$365K Hold
9,309
– – 0.13% 105
2022
Q1 		$451K Buy
9,309
+3,650
+64% +$195K 0.14% 101
2021
Q4 		$319K Sell
5,659
-10,243
-64% -$504K 0.1% 123
2021
Q3 		$738K Buy
15,902
+250
+2% +$11.6K 0.25% 74
2021
Q2 		$709K Sell
15,652
-91
-0.6% -$4.06K 0.24% 73
2021
Q1 		$615K Sell
15,743
-450
-3% -$15.9K 0.23% 72
2020
Q4 		$489K Buy
16,193
+25
+0.2% +$647 0.22% 78
2020
Q3 		$380K Buy
16,168
+340
+2% +$8.38K 0.19% 92
2020
Q2 		$405K Buy
15,828
+5,453
+53% +$149K 0.18% 79
2020
Q1 		$295K Buy
10,375
+3,285
+46% +$140K 0.15% 81
2019
Q4 		$381K Sell
7,090
-488
-6% -$25.6K 0.15% 62
2019
Q3 		$380K Buy
7,578
+463
+7% +$21.8K 0.15% 63
2019
Q2 		$337K Buy
7,115
+700
+11% +$32.7K 0.13% 65
2019
Q1 		$310K Buy
6,415
+1,186
+23% +$58.3K 0.13% 66
2018
Q4 		$241K Buy
+5,229
New +$268K 0.12% 105
2018
Q1 		– Sell
-3,935
Closed -$239K – 376
2017
Q4 		$239K Buy
+3,935
New +$222K 0.1% 199

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Doliver Advisors's WFC Position: Q2 2026 in Review

Doliver Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 6,889 shares worth $569K. The position accounts for 0.13% of the portfolio, ranked #113.

Doliver Advisors first reported a position in WFC in Q4 2017 and has held it in 32 quarters since. The position peaked at $738K in Q3 2021. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Doliver Advisors held 6,889 shares of Wells Fargo worth $569K as of Q2 2026.
  • Doliver Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.13% of Doliver Advisors's portfolio in Q2 2026, its #113 holding.
  • Doliver Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 32 quarters since.
  • Doliver Advisors's Wells Fargo position peaked at $738K in Q3 2021.
  • 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.