PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Wells Fargo WFC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$42.7K	Buy	+516	New	+$41.5K	0.01%	339
2023 Q4	–	Sell	-37	Closed	-$1.51K	–	334
2023 Q3	$1.51K	Sell	37 -48	-56%	-$2.07K	﹤0.01%	244
2023 Q2	$3.63K	Sell	85 -85	-50%	-$3.42K	﹤0.01%	236
2023 Q1	$6.36K	Hold	170	–	–	0.01%	231
2022 Q4	$7.02K	Buy	+170	New	+$7.53K	0.01%	219

Other funds holding WFC

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WFC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Wells Fargo (WFC) in Q2 2026: 516 shares worth $42.7K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in WFC as recently as Q3 2023.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WFC in Q4 2022 and has held it in 5 quarters since. 1,827 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 516 shares of Wells Fargo worth $42.7K as of Q2 2026.
Wells Fargo was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
Wells Fargo made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #339 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Wells Fargo in Q4 2022 and has held it in 5 quarters since.
1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.