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FAI Advisors’s Wells Fargo WFC Stock Holding History

FAI 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
Q3 		$299K Buy
3,739
+131
+4% +$11.3K 0.12% 125
2026
Q2 		$298K Buy
3,608
+67
+2% +$5.38K 0.12% 130
2026
Q1 		$282K Sell
3,541
-60
-2% -$5.15K 0.13% 128
2025
Q4 		$336K Buy
3,601
+99
+3% +$8.6K 0.15% 113
2025
Q3 		$294K Buy
3,502
+75
+2% +$6.08K 0.13% 126
2025
Q2 		$275K Sell
3,427
-350
-9% -$25.2K 0.14% 126
2025
Q1 		$271K Buy
3,777
+161
+4% +$12.1K 0.14% 116
2024
Q4 		$254K Buy
+3,616
New +$247K 0.11% 138

Other funds holding WFC

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

FAI Advisors's WFC Position: Q3 2026 in Review

FAI Advisors increased its Wells Fargo (WFC) stake by 3.6% in Q3 2026, buying an estimated $11.3K and bringing the position to 3,739 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #125.

FAI Advisors first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $336K in Q4 2025. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • FAI Advisors held 3,739 shares of Wells Fargo worth $299K as of Q3 2026.
  • FAI Advisors bought 131 Wells Fargo shares in Q3 2026, an estimated $11.3K.
  • Wells Fargo made up 0.12% of FAI Advisors's portfolio in Q3 2026, its #125 holding.
  • FAI Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
  • FAI Advisors's Wells Fargo position peaked at $336K in Q4 2025.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.