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Five Oceans Advisors’s Wells Fargo WFC Stock Holding History

Five Oceans 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 		$300K Buy
3,625
+125
+4% +$10K 0.1% 146
2026
Q1 		$279K Sell
3,500
-52
-1% -$4.47K 0.1% 129
2025
Q4 		$331K Buy
3,552
+9
+0.3% +$781 0.12% 103
2025
Q3 		$297K Sell
3,543
-180
-5% -$14.6K 0.11% 120
2025
Q2 		$298K Sell
3,723
-505
-12% -$36.4K 0.13% 115
2025
Q1 		$304K Buy
4,228
+567
+15% +$42.6K 0.15% 97
2024
Q4 		$257K Sell
3,661
-867
-19% -$59.2K 0.12% 122
2024
Q3 		$256K Sell
4,528
-1,091
-19% -$61.7K 0.12% 147
2024
Q2 		$334K Buy
5,619
+1,216
+28% +$71.8K 0.17% 97
2024
Q1 		$255K Buy
4,403
+17
+0.4% +$889 0.13% 147
2023
Q4 		$216K Buy
+4,386
New +$189K 0.12% 153

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

Five Oceans Advisors's WFC Position: Q2 2026 in Review

Five Oceans Advisors increased its Wells Fargo (WFC) stake by 3.6% in Q2 2026, buying an estimated $10K and bringing the position to 3,625 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #146.

Five Oceans Advisors first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $334K in Q2 2024. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Five Oceans Advisors held 3,625 shares of Wells Fargo worth $300K as of Q2 2026.
  • Five Oceans Advisors bought 125 Wells Fargo shares in Q2 2026, an estimated $10K.
  • Wells Fargo made up 0.1% of Five Oceans Advisors's portfolio in Q2 2026, its #146 holding.
  • Five Oceans Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Five Oceans Advisors's Wells Fargo position peaked at $334K in Q2 2024.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.