Fortis Group Advisors’s Wells Fargo WFC Stock Holding History

Fortis Group 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	$110K	Buy	1,327 +4	+0.3%	+$321	0.02%	279
2026 Q1	$105K	Buy	1,323 +703	+113%	+$60.4K	0.02%	282
2025 Q4	$57.8K	Hold	620	–	–	0.01%	298
2025 Q3	$52K	Hold	620	–	–	0.01%	254
2025 Q2	$49.7K	Hold	620	–	–	0.01%	242
2025 Q1	$44.5K	Hold	620	–	–	0.01%	219
2024 Q4	$43.5K	Hold	620	–	–	0.01%	219
2024 Q3	$35K	Hold	620	–	–	0.01%	222
2024 Q2	$36.8K	Sell	620 -4,269	-87%	-$252K	0.01%	215
2024 Q1	$283K	Buy	4,889 +3,649	+294%	+$191K	0.05%	171
2023 Q4	$61K	Buy	1,240 +620	+100%	+$26.8K	0.02%	165
2023 Q3	$25.3K	Buy	+620	New	+$26.8K	0.01%	167
2020 Q3	$14K	Buy	+620	New	+$15.3K	﹤0.01%	265

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Fortis Group Advisors's WFC Position: Q2 2026 in Review

Fortis Group Advisors increased its Wells Fargo (WFC) stake by 0.3% in Q2 2026, buying an estimated $321 and bringing the position to 1,327 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #279.

Fortis Group Advisors first reported a position in WFC in Q3 2020 and has held it in 13 quarters since. The position peaked at $283K in Q1 2024. 1,013 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Fortis Group Advisors held 1,327 shares of Wells Fargo worth $110K as of Q2 2026.
Fortis Group Advisors bought 4 Wells Fargo shares in Q2 2026, an estimated $321.
Wells Fargo made up 0.02% of Fortis Group Advisors's portfolio in Q2 2026, its #279 holding.
Fortis Group Advisors first reported a position in Wells Fargo in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Wells Fargo position peaked at $283K in Q1 2024.
1,013 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.