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Eagle Wealth Advisors’s Wells Fargo WFC Stock Holding History

Eagle 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 		$245K Buy
2,961
+217
+8% +$17.4K 0.19% 90
2026
Q1 		$218K Buy
2,744
+6
+0.2% +$515 0.2% 93
2025
Q4 		$255K Buy
+2,738
New +$238K 0.22% 81

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Eagle Wealth Advisors increased its Wells Fargo (WFC) stake by 7.9% in Q2 2026, buying an estimated $17.4K and bringing the position to 2,961 shares worth $245K. The position accounts for 0.19% of the portfolio, ranked #90.

Eagle Wealth Advisors first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $255K in Q4 2025. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Eagle Wealth Advisors held 2,961 shares of Wells Fargo worth $245K as of Q2 2026.
  • Eagle Wealth Advisors bought 217 Wells Fargo shares in Q2 2026, an estimated $17.4K.
  • Wells Fargo made up 0.19% of Eagle Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Eagle Wealth Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Eagle Wealth Advisors's Wells Fargo position peaked at $255K in Q4 2025.
  • 2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Eagle Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.