Empower Advisory Group
WFC icon

Empower Advisory Group’s Wells Fargo WFC Stock Holding History

Empower Advisory Group’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
Q3 		$10.4M Buy
130,347
+4,463
+4% +$386K 0.02% 169
2026
Q2 		$10.4M Buy
125,884
+8,895
+8% +$715K 0.02% 176
2026
Q1 		$9.31M Sell
116,989
-5,223
-4% -$449K 0.02% 169
2025
Q4 		$11.4M Buy
122,212
+9,778
+9% +$849K 0.03% 169
2025
Q3 		$9.42M Buy
112,434
+10,578
+10% +$858K 0.03% 170
2025
Q2 		$8.16M Buy
101,856
+18,562
+22% +$1.34M 0.02% 168
2025
Q1 		$5.98M Sell
83,294
-11,787
-12% -$885K 0.02% 176
2024
Q4 		$6.68M Buy
95,081
+15,473
+19% +$1.06M 0.02% 177
2024
Q3 		$4.5M Buy
79,608
+8,222
+12% +$465K 0.02% 180
2024
Q2 		$4.24M Buy
71,386
+5,815
+9% +$343K 0.02% 180
2024
Q1 		$3.8M Buy
65,571
+9,936
+18% +$520K 0.01% 184
2023
Q4 		$2.74M Buy
55,635
+23,209
+72% +$1M 0.01% 199
2023
Q3 		$1.32M Sell
32,426
-2,900
-8% -$125K 0.01% 214
2023
Q2 		$1.51M Buy
35,326
+16,996
+93% +$684K 0.01% 221
2023
Q1 		$691K Buy
+18,330
New +$799K ﹤0.01% 271

Other funds holding WFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Empower Advisory Group's WFC Position: Q3 2026 in Review

Empower Advisory Group increased its Wells Fargo (WFC) stake by 3.5% in Q3 2026, buying an estimated $386K and bringing the position to 130,347 shares worth $10.4M. The position accounts for 0.02% of the portfolio, ranked #169.

Empower Advisory Group first reported a position in WFC in Q1 2023 and has held it in 15 quarters since. The position peaked at $11.4M in Q4 2025. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Empower Advisory Group held 130,347 shares of Wells Fargo worth $10.4M as of Q3 2026.
  • Empower Advisory Group bought 4,463 Wells Fargo shares in Q3 2026, an estimated $386K.
  • Wells Fargo made up 0.02% of Empower Advisory Group's portfolio in Q3 2026, its #169 holding.
  • Empower Advisory Group first reported a position in Wells Fargo in Q1 2023 and has held it in 15 quarters since.
  • Empower Advisory Group's Wells Fargo position peaked at $11.4M in Q4 2025.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Empower Advisory Group's 13F filing for Q3 2026, filed 13 Nov 2026.