Fermata Advisors’s Wells Fargo WFC Stock Holding History

Fermata 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	$837K	Buy	10,124 +1,728	+21%	+$139K	0.17%	120
2026 Q1	$668K	Buy	8,396 +279	+3%	+$24K	0.15%	122
2025 Q4	$757K	Buy	8,117 +854	+12%	+$74.1K	0.18%	109
2025 Q3	$609K	Hold	7,263	–	–	0.15%	117
2025 Q2	$582K	Sell	7,263 -5,488	-43%	-$396K	0.16%	126
2025 Q1	$915K	Buy	12,751 +9,629	+308%	+$723K	0.17%	107
2024 Q4	$219K	Sell	3,122 -1,142	-27%	-$78K	0.04%	244
2024 Q3	$241K	Buy	4,264 +35	+0.8%	+$1.98K	0.05%	210
2024 Q2	$251K	Hold	4,229	–	–	0.06%	186
2024 Q1	$245K	Sell	4,229 -447	-10%	-$23.4K	0.06%	180
2023 Q4	$230K	Buy	+4,676	New	+$202K	0.05%	158
2022 Q2	–	Sell	-4,282	Closed	-$208K	–	203
2022 Q1	$208K	Sell	4,282 -574	-12%	-$30.7K	0.08%	174
2021 Q4	$233K	Buy	4,856 +239	+5%	+$11.8K	0.09%	161
2021 Q3	$214K	Buy	4,617 +92	+2%	+$4.26K	0.09%	166
2021 Q2	$205K	Buy	+4,525	New	+$202K	0.12%	152

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Fermata Advisors's WFC Position: Q2 2026 in Review

Fermata Advisors increased its Wells Fargo (WFC) stake by 21% in Q2 2026, buying an estimated $139K and bringing the position to 10,124 shares worth $837K. The position accounts for 0.17% of the portfolio, ranked #120.

Fermata Advisors first reported a position in WFC in Q2 2021 and has held it in 15 quarters since. The position peaked at $915K in Q1 2025. 1,023 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Fermata Advisors held 10,124 shares of Wells Fargo worth $837K as of Q2 2026.
Fermata Advisors bought 1,728 Wells Fargo shares in Q2 2026, an estimated $139K.
Wells Fargo made up 0.17% of Fermata Advisors's portfolio in Q2 2026, its #120 holding.
Fermata Advisors first reported a position in Wells Fargo in Q2 2021 and has held it in 15 quarters since.
Fermata Advisors's Wells Fargo position peaked at $915K in Q1 2025.
1,023 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.