Fedenia Advisers’s Wells Fargo WFC Stock Holding History

Fedenia Advisers’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	$2.23K	Buy	+27	New	+$2.17K	﹤0.01%	423
2026 Q1	–	Sell	-4,155	Closed	-$387K	–	158
2025 Q4	$387K	Sell	4,155 -64	-2%	-$5.56K	0.15%	111
2025 Q3	$354K	Buy	4,219 +335	+9%	+$27.2K	0.14%	118
2025 Q2	$311K	Sell	3,884 -13	-0.3%	-$937	0.15%	112
2025 Q1	$280K	Buy	+3,897	New	+$293K	0.18%	92

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Fedenia Advisers's WFC Position: Q2 2026 in Review

Fedenia Advisers opened a new position in Wells Fargo (WFC) in Q2 2026: 27 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in WFC as recently as Q4 2025.

Fedenia Advisers first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $387K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Fedenia Advisers held 27 shares of Wells Fargo worth $2.23K as of Q2 2026.
Wells Fargo was a new Fedenia Advisers position in Q2 2026.
Wells Fargo made up ﹤0.01% of Fedenia Advisers's portfolio in Q2 2026, its #423 holding.
Fedenia Advisers first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
Fedenia Advisers's Wells Fargo position peaked at $387K in Q4 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.