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Excelsior Advisor Network’s Wells Fargo WFC Stock Holding History

Excelsior Advisor Network’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 		$9.77M Buy
118,235
+113,683
+2,497% +$9.14M 1.29% 11
2026
Q1 		$362K Buy
4,552
+235
+5% +$20.2K 0.14% 139
2025
Q4 		$402K Buy
+4,317
New +$375K 0.2% 100

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

Excelsior Advisor Network's WFC Position: Q2 2026 in Review

Excelsior Advisor Network increased its Wells Fargo (WFC) stake by 2,497% in Q2 2026, buying an estimated $9.14M and bringing the position to 118,235 shares worth $9.77M. The position accounts for 1.29% of the portfolio, ranked #11.

Excelsior Advisor Network first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,865 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Excelsior Advisor Network held 118,235 shares of Wells Fargo worth $9.77M as of Q2 2026.
  • Excelsior Advisor Network bought 113,683 Wells Fargo shares in Q2 2026, an estimated $9.14M.
  • Wells Fargo made up 1.29% of Excelsior Advisor Network's portfolio in Q2 2026, its #11 holding.
  • Excelsior Advisor Network first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 2,865 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.