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Evernest Financial Advisors’s Wells Fargo WFC Stock Holding History

Evernest Financial 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 		$449K Sell
5,430
-312
-5% -$25.1K 0.09% 121
2026
Q1 		$463K Sell
5,742
-1,496
-21% -$128K 0.1% 118
2025
Q4 		$685K Buy
7,238
+1,823
+34% +$158K 0.14% 100
2025
Q3 		$454K Sell
5,415
-232
-4% -$18.8K 0.13% 119
2025
Q2 		$452K Sell
5,647
-657
-10% -$47.4K 0.15% 115
2025
Q1 		$453K Buy
6,304
+963
+18% +$72.3K 0.16% 108
2024
Q4 		$375K Buy
5,341
+1,397
+35% +$95.4K 0.1% 121
2024
Q3 		$223K Sell
3,944
-43
-1% -$2.43K 0.06% 148
2024
Q2 		$237K Buy
+3,987
New +$235K 0.11% 119
2024
Q1 		– Sell
-5,459
Closed -$269K – 133
2023
Q4 		$269K Buy
+5,459
New +$236K 0.14% 112

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

Evernest Financial Advisors's WFC Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Wells Fargo (WFC) stake by 5.4% in Q2 2026, selling an estimated $25.1K and leaving 5,430 shares worth $449K. The position accounts for 0.09% of the portfolio, ranked #121.

Evernest Financial Advisors first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $685K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Evernest Financial Advisors held 5,430 shares of Wells Fargo worth $449K as of Q2 2026.
  • Evernest Financial Advisors sold 312 Wells Fargo shares in Q2 2026, an estimated $25.1K.
  • Wells Fargo made up 0.09% of Evernest Financial Advisors's portfolio in Q2 2026, its #121 holding.
  • Evernest Financial Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
  • Evernest Financial Advisors's Wells Fargo position peaked at $685K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.