Frazier Financial Advisors
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Frazier Financial Advisors’s Wells Fargo WFC Stock Holding History

Frazier 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
Q3 		$123K Sell
1,532
-43
-3% -$3.72K 0.06% 121
2026
Q2 		$130K Sell
1,575
-240
-13% -$19.3K 0.07% 100
2026
Q1 		$144K Buy
1,815
+279
+18% +$24K 0.08% 85
2025
Q4 		$143K Buy
1,536
+384
+33% +$33.3K 0.08% 86
2025
Q3 		$96.6K Buy
1,152
+91
+9% +$7.38K 0.06% 103
2025
Q2 		$85K Sell
1,061
-83
-7% -$5.98K 0.06% 109
2025
Q1 		$82.1K Buy
1,144
+2
+0.2% +$150 0.06% 98
2024
Q4 		$80.4K Sell
1,142
-24
-2% -$1.64K 0.06% 98
2024
Q3 		$65.9K Sell
1,166
-441
-27% -$24.9K 0.05% 118
2024
Q2 		$95.4K Buy
1,607
+63
+4% +$3.72K 0.08% 99
2024
Q1 		$89.5K Buy
1,544
+79
+5% +$4.13K 0.07% 109
2023
Q4 		$72.1K Buy
+1,465
New +$63.2K 0.06% 111

Other funds holding WFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Frazier Financial Advisors's WFC Position: Q3 2026 in Review

Frazier Financial Advisors reduced its Wells Fargo (WFC) stake by 2.7% in Q3 2026, selling an estimated $3.72K and leaving 1,532 shares worth $123K. The position accounts for 0.06% of the portfolio, ranked #121.

Frazier Financial Advisors first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $144K in Q1 2026. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Frazier Financial Advisors held 1,532 shares of Wells Fargo worth $123K as of Q3 2026.
  • Frazier Financial Advisors sold 43 Wells Fargo shares in Q3 2026, an estimated $3.72K.
  • Wells Fargo made up 0.06% of Frazier Financial Advisors's portfolio in Q3 2026, its #121 holding.
  • Frazier Financial Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
  • Frazier Financial Advisors's Wells Fargo position peaked at $144K in Q1 2026.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.