Flagship Wealth Advisors’s Wells Fargo WFC Stock Holding History

Flagship 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	$253K	Buy	3,056 +500	+20%	+$40.2K	0.06%	135
2026 Q1	$205K	Hold	2,556	–	–	0.09%	101
2025 Q4	$238K	Hold	2,556	–	–	0.07%	112
2025 Q3	$214K	Hold	2,556	–	–	0.07%	115
2025 Q2	$205K	Buy	2,556 +556	+28%	+$40.1K	0.08%	113
2025 Q1	$144K	Sell	2,000 -191	-9%	-$14.3K	0.06%	127
2024 Q4	$154K	Buy	+2,191	New	+$150K	0.09%	111

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

Flagship Wealth Advisors's WFC Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Wells Fargo (WFC) stake by 20% in Q2 2026, buying an estimated $40.2K and bringing the position to 3,056 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #135.

Flagship Wealth Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Flagship Wealth Advisors held 3,056 shares of Wells Fargo worth $253K as of Q2 2026.
Flagship Wealth Advisors bought 500 Wells Fargo shares in Q2 2026, an estimated $40.2K.
Wells Fargo made up 0.06% of Flagship Wealth Advisors's portfolio in Q2 2026, its #135 holding.
Flagship Wealth Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.