FFA
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Fi3 Financial Advisors’s Wells Fargo WFC Stock Holding History

Fi3 Financial 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 		$295K Sell
3,041
-455
-13% -$36.6K 0.07% 161
2026
Q1 		$278K Sell
3,496
-226
-6% -$19.4K 0.08% 151
2025
Q4 		$347K Buy
3,722
+180
+5% +$15.6K 0.11% 113
2025
Q3 		$297K Buy
3,542
+38
+1% +$3.08K 0.1% 98
2025
Q2 		$281K Sell
3,504
-531
-13% -$38.3K 0.1% 102
2025
Q1 		$290K Buy
4,035
+182
+5% +$13.7K 0.12% 83
2024
Q4 		$271K Buy
+3,853
New +$263K 0.1% 85

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

Fi3 Financial Advisors's WFC Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Wells Fargo (WFC) stake by 13% in Q2 2026, selling an estimated $36.6K and leaving 3,041 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #161.

Fi3 Financial Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $347K in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Fi3 Financial Advisors held 3,041 shares of Wells Fargo worth $295K as of Q2 2026.
  • Fi3 Financial Advisors sold 455 Wells Fargo shares in Q2 2026, an estimated $36.6K.
  • Wells Fargo made up 0.07% of Fi3 Financial Advisors's portfolio in Q2 2026, its #161 holding.
  • Fi3 Financial Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Fi3 Financial Advisors's Wells Fargo position peaked at $347K in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.