Emergent Wealth Advisors’s Wells Fargo WFC Stock Holding History

Emergent 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	$278K	Buy	3,732 +168	+5%	+$13.5K	0.14%	103
2026 Q1	$284K	Buy	3,564 +353	+11%	+$30.3K	0.17%	103
2025 Q4	$299K	Buy	3,211 +356	+12%	+$30.9K	0.17%	100
2025 Q3	$239K	Buy	2,855 +301	+12%	+$24.4K	0.14%	110
2025 Q2	$205K	Buy	+2,554	New	+$184K	0.13%	112
2025 Q1	–	Sell	-3,212	Closed	-$226K	–	123
2024 Q4	$226K	Buy	+3,212	New	+$219K	0.16%	101
2024 Q3	–	Sell	-3,442	Closed	-$210K	–	120
2024 Q2	$210K	Buy	+3,442	New	+$203K	0.17%	98

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Emergent Wealth Advisors increased its Wells Fargo (WFC) stake by 4.7% in Q2 2026, buying an estimated $13.5K and bringing the position to 3,732 shares worth $278K. The position accounts for 0.14% of the portfolio, ranked #103.

Emergent Wealth Advisors first reported a position in WFC in Q2 2024 and has held it in 7 quarters since. The position peaked at $299K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Emergent Wealth Advisors held 3,732 shares of Wells Fargo worth $278K as of Q2 2026.
Emergent Wealth Advisors bought 168 Wells Fargo shares in Q2 2026, an estimated $13.5K.
Wells Fargo made up 0.14% of Emergent Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Emergent Wealth Advisors first reported a position in Wells Fargo in Q2 2024 and has held it in 7 quarters since.
Emergent Wealth Advisors's Wells Fargo position peaked at $299K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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