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Fifth Third Wealth Advisors’s Wells Fargo WFC Stock Holding History

Fifth Third Wealth 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 		$6.95M Sell
84,141
-6,564
-7% -$528K 0.19% 91
2026
Q1 		$7.22M Buy
90,705
+27,763
+44% +$2.38M 0.24% 72
2025
Q4 		$5.87M Buy
62,942
+1,709
+3% +$148K 0.21% 83
2025
Q3 		$5.13M Sell
61,233
-3,752
-6% -$304K 0.19% 90
2025
Q2 		$5.21M Buy
64,985
+11,305
+21% +$815K 0.22% 79
2025
Q1 		$3.85M Buy
53,680
+4,379
+9% +$329K 0.2% 81
2024
Q4 		$3.46M Buy
49,301
+3,520
+8% +$240K 0.19% 82
2024
Q3 		$2.59M Buy
45,781
+3,512
+8% +$199K 0.16% 94
2024
Q2 		$2.51M Buy
42,269
+31,941
+309% +$1.89M 0.19% 74
2024
Q1 		$599K Sell
10,328
-1,252
-11% -$65.5K 0.09% 142
2023
Q4 		$570K Buy
11,580
+1,386
+14% +$59.8K 0.19% 108
2023
Q3 		$417K Buy
10,194
+2,350
+30% +$101K 0.17% 119
2023
Q2 		$335K Buy
+7,844
New +$316K 0.22% 108

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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fifth Third Wealth Advisors's WFC Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Wells Fargo (WFC) stake by 7.2% in Q2 2026, selling an estimated $528K and leaving 84,141 shares worth $6.95M. The position accounts for 0.19% of the portfolio, ranked #91.

Fifth Third Wealth Advisors first reported a position in WFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.22M in Q1 2026. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Fifth Third Wealth Advisors held 84,141 shares of Wells Fargo worth $6.95M as of Q2 2026.
  • Fifth Third Wealth Advisors sold 6,564 Wells Fargo shares in Q2 2026, an estimated $528K.
  • Wells Fargo made up 0.19% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Fifth Third Wealth Advisors first reported a position in Wells Fargo in Q2 2023 and has held it in 13 quarters since.
  • Fifth Third Wealth Advisors's Wells Fargo position peaked at $7.22M in Q1 2026.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.