First National Advisers’s Wells Fargo WFC Stock Holding History

First National Advisers’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	$4.25M	Sell	51,409 -3,397	-6%	-$273K	0.6%	38
2026 Q1	$4.36M	Sell	54,806 -7,936	-13%	-$682K	0.64%	32
2025 Q4	$5.85M	Sell	62,742 -1,592	-2%	-$138K	0.8%	24
2025 Q3	$5.39M	Buy	64,334 +1,084	+2%	+$87.9K	0.73%	29
2025 Q2	$5.07M	Sell	63,250 -250	-0.4%	-$18K	0.74%	27
2025 Q1	$4.56M	Sell	63,500 -8,988	-12%	-$675K	0.73%	33
2024 Q4	$5.09M	Buy	72,488 +3,503	+5%	+$239K	0.82%	25
2024 Q3	$3.9M	Buy	68,985 +3,428	+5%	+$194K	0.62%	43
2024 Q2	$3.89M	Buy	65,557 +16,098	+33%	+$950K	0.71%	41
2024 Q1	$2.57M	Buy	49,459 +10,627	+27%	+$556K	0.58%	54
2023 Q4	$1.91M	Buy	38,832 +14,289	+58%	+$617K	0.55%	65
2023 Q3	$1M	Buy	24,543 +9,801	+66%	+$423K	0.45%	79
2023 Q2	$629K	Buy	14,742 +498	+3%	+$20K	0.58%	65
2023 Q1	$532K	Buy	14,244 +521	+4%	+$22.7K	0.6%	62
2022 Q4	$567K	Buy	13,723 +3,405	+33%	+$151K	0.73%	54
2022 Q3	$415K	Buy	10,318 +2,890	+39%	+$124K	0.61%	60
2022 Q2	$291K	Buy	+7,428	New	+$326K	0.6%	71

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First National Advisers's WFC Position: Q2 2026 in Review

First National Advisers reduced its Wells Fargo (WFC) stake by 6.2% in Q2 2026, selling an estimated $273K and leaving 51,409 shares worth $4.25M. The position accounts for 0.6% of the portfolio, ranked #38.

First National Advisers first reported a position in WFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.85M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

First National Advisers held 51,409 shares of Wells Fargo worth $4.25M as of Q2 2026.
First National Advisers sold 3,397 Wells Fargo shares in Q2 2026, an estimated $273K.
Wells Fargo made up 0.6% of First National Advisers's portfolio in Q2 2026, its #38 holding.
First National Advisers first reported a position in Wells Fargo in Q2 2022 and has held it in 17 quarters since.
First National Advisers's Wells Fargo position peaked at $5.85M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.