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Foundations Investment Advisors’s Wells Fargo WFC Stock Holding History

Foundations Investment 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 		$2.38M Buy
28,839
+4,035
+16% +$324K 0.02% 365
2026
Q1 		$1.97M Sell
24,804
-2,828
-10% -$243K 0.02% 377
2025
Q4 		$2.58M Sell
27,632
-6,851
-20% -$595K 0.03% 308
2025
Q3 		$2.89M Sell
34,483
-9,362
-21% -$759K 0.04% 276
2025
Q2 		$3.51M Buy
43,845
+5,609
+15% +$404K 0.06% 244
2025
Q1 		$2.74M Buy
38,236
+13,355
+54% +$1M 0.05% 259
2024
Q4 		$1.75M Buy
24,881
+3,398
+16% +$232K 0.03% 308
2024
Q3 		$1.21M Buy
21,483
+1,179
+6% +$66.7K 0.03% 332
2024
Q2 		$1.21M Sell
20,304
-8,742
-30% -$516K 0.03% 308
2024
Q1 		$1.68M Sell
29,046
-1,361
-4% -$71.2K 0.04% 250
2023
Q4 		$1.48M Sell
30,407
-24,421
-45% -$1.05M 0.04% 260
2023
Q3 		$2.24M Buy
54,828
+19,164
+54% +$827K 0.07% 209
2023
Q2 		$1.52M Sell
35,664
-4,609
-11% -$186K 0.05% 218
2023
Q1 		$1.51M Buy
40,273
+4,311
+12% +$188K 0.05% 191
2022
Q4 		$1.48M Buy
35,962
+9,888
+38% +$438K 0.06% 162
2022
Q3 		$1.05M Buy
26,074
+10,047
+63% +$432K 0.05% 165
2022
Q2 		$633K Buy
16,027
+4,776
+42% +$210K 0.03% 195
2022
Q1 		$521K Buy
11,251
+1,622
+17% +$86.8K 0.02% 188
2021
Q4 		$543K Buy
9,629
+4,716
+96% +$232K 0.02% 193
2021
Q3 		$236K Buy
+4,913
New +$227K 0.01% 278
2020
Q1 		– Sell
-5,080
Closed -$270K – 149
2019
Q4 		$270K Sell
5,080
-2,468
-33% -$129K 0.03% 112
2019
Q3 		$366K Buy
7,548
+819
+12% +$38.6K 0.05% 98
2019
Q2 		$321K Buy
6,729
+570
+9% +$26.7K 0.05% 95
2019
Q1 		$298K Sell
6,159
-175
-3% -$8.61K 0.05% 78
2018
Q4 		$312K Sell
6,334
-1,264
-17% -$64.7K 0.07% 83
2018
Q3 		$399K Buy
7,598
+1,525
+25% +$87.1K 0.1% 72
2018
Q2 		$337K Buy
+6,073
New +$325K 0.09% 70

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foundations Investment Advisors's WFC Position: Q2 2026 in Review

Foundations Investment Advisors increased its Wells Fargo (WFC) stake by 16% in Q2 2026, buying an estimated $324K and bringing the position to 28,839 shares worth $2.38M. The position accounts for 0.02% of the portfolio, ranked #365.

Foundations Investment Advisors first reported a position in WFC in Q2 2018 and has held it in 27 quarters since. The position peaked at $3.51M in Q2 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Foundations Investment Advisors held 28,839 shares of Wells Fargo worth $2.38M as of Q2 2026.
  • Foundations Investment Advisors bought 4,035 Wells Fargo shares in Q2 2026, an estimated $324K.
  • Wells Fargo made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #365 holding.
  • Foundations Investment Advisors first reported a position in Wells Fargo in Q2 2018 and has held it in 27 quarters since.
  • Foundations Investment Advisors's Wells Fargo position peaked at $3.51M in Q2 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.