Florida Financial Advisors’s Wells Fargo WFC Stock Holding History

Florida Financial 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	$1.76M	Buy	21,259 +4,445	+26%	+$357K	0.3%	93
2026 Q1	$1.34M	Buy	16,814 +2,717	+19%	+$233K	0.32%	90
2025 Q4	$1.31M	Buy	14,097 +2,362	+20%	+$205K	0.36%	74
2025 Q3	$984K	Sell	11,735 -2,385	-17%	-$193K	0.3%	89
2025 Q2	$1.13M	Buy	14,120 +81	+0.6%	+$5.84K	0.38%	57
2025 Q1	$1M	Buy	14,039 +8,242	+142%	+$619K	0.4%	53
2024 Q4	$407K	Buy	5,797 +1,294	+29%	+$88.3K	0.18%	105
2024 Q3	$254K	Buy	4,503 +882	+24%	+$49.9K	0.13%	148
2024 Q2	$215K	Buy	+3,621	New	+$214K	0.13%	133

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

Florida Financial Advisors's WFC Position: Q2 2026 in Review

Florida Financial Advisors increased its Wells Fargo (WFC) stake by 26% in Q2 2026, buying an estimated $357K and bringing the position to 21,259 shares worth $1.76M. The position accounts for 0.3% of the portfolio, ranked #93.

Florida Financial Advisors first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Florida Financial Advisors held 21,259 shares of Wells Fargo worth $1.76M as of Q2 2026.
Florida Financial Advisors bought 4,445 Wells Fargo shares in Q2 2026, an estimated $357K.
Wells Fargo made up 0.3% of Florida Financial Advisors's portfolio in Q2 2026, its #93 holding.
Florida Financial Advisors first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.