Everpar Advisors’s Wells Fargo WFC Stock Holding History

Everpar 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	$768K	Sell	9,288 -13	-0.1%	-$1.04K	0.22%	99
2026 Q1	$740K	Sell	9,301 -97	-1%	-$8.33K	0.26%	83
2025 Q4	$876K	Sell	9,398 -366	-4%	-$31.8K	0.32%	63
2025 Q3	$818K	Buy	9,764 +1,297	+15%	+$105K	0.32%	67
2025 Q2	$678K	Buy	8,467 +1,195	+16%	+$86.2K	0.31%	73
2025 Q1	$522K	Buy	7,272 +72	+1%	+$5.41K	0.28%	92
2024 Q4	$506K	Sell	7,200 -737	-9%	-$50.3K	0.26%	107
2024 Q3	$448K	Sell	7,937 -207	-3%	-$11.7K	0.23%	134
2024 Q2	$484K	Buy	8,144 +536	+7%	+$31.6K	0.24%	124
2024 Q1	$441K	Sell	7,608 -10,559	-58%	-$552K	0.27%	126
2023 Q4	$894K	Buy	+18,167	New	+$784K	0.42%	78

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Everpar Advisors's WFC Position: Q2 2026 in Review

Everpar Advisors reduced its Wells Fargo (WFC) stake by 0.14% in Q2 2026, selling an estimated $1.04K and leaving 9,288 shares worth $768K. The position accounts for 0.22% of the portfolio, ranked #99.

Everpar Advisors first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $894K in Q4 2023. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Everpar Advisors held 9,288 shares of Wells Fargo worth $768K as of Q2 2026.
Everpar Advisors sold 13 Wells Fargo shares in Q2 2026, an estimated $1.04K.
Wells Fargo made up 0.22% of Everpar Advisors's portfolio in Q2 2026, its #99 holding.
Everpar Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's Wells Fargo position peaked at $894K in Q4 2023.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.