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Fiduciary Alliance’s Wells Fargo WFC Stock Holding History

Fiduciary Alliance’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 		$1.43M Sell
17,262
-393
-2% -$31.6K 0.1% 221
2026
Q1 		$1.42M Sell
17,655
-755
-4% -$64.8K 0.09% 224
2025
Q4 		$1.72M Buy
18,410
+11,456
+165% +$995K 0.11% 174
2025
Q3 		$583K Sell
6,954
-9,794
-58% -$794K 0.04% 318
2025
Q2 		$1.34M Sell
16,748
-2,298
-12% -$166K 0.1% 189
2025
Q1 		$1.37M Sell
19,046
-2,621
-12% -$197K 0.13% 142
2024
Q4 		$1.52M Buy
+21,667
New +$1.48M 0.15% 127
2023
Q3 		– Sell
-233
Closed -$9.94K – 946
2023
Q2 		$9.94K Buy
+233
New +$9.38K ﹤0.01% 563
2023
Q1 		– Sell
-233
Closed -$9.62K – 868
2022
Q4 		$9.62K Buy
+233
New +$10.3K ﹤0.01% 416

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Fiduciary Alliance's WFC Position: Q2 2026 in Review

Fiduciary Alliance reduced its Wells Fargo (WFC) stake by 2.2% in Q2 2026, selling an estimated $31.6K and leaving 17,262 shares worth $1.43M. The position accounts for 0.1% of the portfolio, ranked #221.

Fiduciary Alliance first reported a position in WFC in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.72M in Q4 2025. 644 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Fiduciary Alliance held 17,262 shares of Wells Fargo worth $1.43M as of Q2 2026.
  • Fiduciary Alliance sold 393 Wells Fargo shares in Q2 2026, an estimated $31.6K.
  • Wells Fargo made up 0.1% of Fiduciary Alliance's portfolio in Q2 2026, its #221 holding.
  • Fiduciary Alliance first reported a position in Wells Fargo in Q4 2022 and has held it in 9 quarters since.
  • Fiduciary Alliance's Wells Fargo position peaked at $1.72M in Q4 2025.
  • 644 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.