Elevate Wealth Advisory’s Wells Fargo WFC Stock Holding History

Elevate Wealth Advisory’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	–	Sell	-7,808	Closed	-$622K	–	133
2026 Q1	$622K	Buy	7,808 +33	+0.4%	+$2.83K	0.39%	39
2025 Q4	$725K	Buy	7,775 +22	+0.3%	+$1.91K	0.5%	34
2025 Q3	$650K	Sell	7,753 -1	-0%	-$81	0.47%	35
2025 Q2	$621K	Sell	7,754 -7,203	-48%	-$519K	0.44%	39
2025 Q1	$1.07M	Buy	+14,957	New	+$1.12M	0.76%	27

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

Elevate Wealth Advisory's WFC Position: Q2 2026 in Review

Elevate Wealth Advisory sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 7,808 shares — an estimated $622K sold.

Elevate Wealth Advisory first reported a position in WFC in Q1 2025 and held it in 5 quarters. The position peaked at $1.07M in Q1 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Elevate Wealth Advisory reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Elevate Wealth Advisory sold 7,808 Wells Fargo shares in Q2 2026, an estimated $622K.
Elevate Wealth Advisory first reported a position in Wells Fargo in Q1 2025 and held it in 5 quarters.
Elevate Wealth Advisory's Wells Fargo position peaked at $1.07M in Q1 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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