FFA
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Farther Finance Advisors’s Wells Fargo WFC Stock Holding History

Farther Finance 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
2025
Q3 		– Sell
-20,000
Closed -$1.6M – 5091
2025
Q2 		$1.6M Buy
+20,000
New +$1.44M 0.03% 432

Other funds holding WFC

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's WFC Position: Q3 2026 in Review

Farther Finance Advisors increased its Wells Fargo (WFC) stake by 13% in Q3 2026, buying an estimated $1.89M and bringing the position to 195,700 shares worth $15.7M. The position accounts for 0.11% of the portfolio, ranked #158.

Farther Finance Advisors first reported a position in WFC in Q4 2022 and has held it in 16 quarters since. 98 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Farther Finance Advisors held 195,700 shares of Wells Fargo worth $15.7M as of Q3 2026.
  • Farther Finance Advisors bought 21,803 Wells Fargo shares in Q3 2026, an estimated $1.89M.
  • Wells Fargo made up 0.11% of Farther Finance Advisors's portfolio in Q3 2026, its #158 holding.
  • Farther Finance Advisors first reported a position in Wells Fargo in Q4 2022 and has held it in 16 quarters since.
  • 98 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.