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 Q3	$1.35M	Sell	16,869 -393	-2%	-$34K	0.1%	196
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	-$9.9K	–	946
2023 Q2	$9.9K	Buy	+233	New	+$9.38K	﹤0.01%	563
2023 Q1	–	Sell	-233	Closed	-$9.6K	–	868
2022 Q4	$9.6K	Buy	+233	New	+$10.3K	﹤0.01%	416

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Fiduciary Alliance's WFC Position: Q3 2026 in Review

Fiduciary Alliance reduced its Wells Fargo (WFC) stake by 2.3% in Q3 2026, selling an estimated $34K and leaving 16,869 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #196.

Fiduciary Alliance first reported a position in WFC in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Fiduciary Alliance held 16,869 shares of Wells Fargo worth $1.35M as of Q3 2026.
Fiduciary Alliance sold 393 Wells Fargo shares in Q3 2026, an estimated $34K.
Wells Fargo made up 0.1% of Fiduciary Alliance's portfolio in Q3 2026, its #196 holding.
Fiduciary Alliance first reported a position in Wells Fargo in Q4 2022 and has held it in 10 quarters since.
Fiduciary Alliance's Wells Fargo position peaked at $1.72M in Q4 2025.
863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.