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FNY Investment Advisers’s Wells Fargo WFC Stock Holding History

FNY Investment 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
2018
Q4 		– Sell
-308
Closed -$16K – 1066
2018
Q3 		$16K Buy
+308
New +$17.6K ﹤0.01% 485

Other funds holding WFC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

FNY Investment Advisers's WFC Position: Q2 2026 in Review

FNY Investment Advisers reduced its Wells Fargo (WFC) stake by 96% in Q2 2026, selling an estimated $394K and leaving 200 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #566.

FNY Investment Advisers first reported a position in WFC in Q2 2018 and has held it in 12 quarters since. The position peaked at $703K in Q2 2018. 1,638 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • FNY Investment Advisers held 200 shares of Wells Fargo worth $16K as of Q2 2026.
  • FNY Investment Advisers sold 4,900 Wells Fargo shares in Q2 2026, an estimated $394K.
  • Wells Fargo made up 0.01% of FNY Investment Advisers's portfolio in Q2 2026, its #566 holding.
  • FNY Investment Advisers first reported a position in Wells Fargo in Q2 2018 and has held it in 12 quarters since.
  • FNY Investment Advisers's Wells Fargo position peaked at $703K in Q2 2018.
  • 1,638 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.