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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
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 $6.73T 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 $3.37T AUM 44.26% 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

Frazier Financial Advisors's WFC Position: Q2 2026 in Review

Frazier Financial Advisors reduced its Wells Fargo (WFC) stake by 13% in Q2 2026, selling an estimated $19.3K and leaving 1,575 shares worth $130K. The position accounts for 0.07% of the portfolio, ranked #100.

Frazier Financial Advisors first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $144K in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Frazier Financial Advisors held 1,575 shares of Wells Fargo worth $130K as of Q2 2026.
  • Frazier Financial Advisors sold 240 Wells Fargo shares in Q2 2026, an estimated $19.3K.
  • Wells Fargo made up 0.07% of Frazier Financial Advisors's portfolio in Q2 2026, its #100 holding.
  • Frazier Financial Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's Wells Fargo position peaked at $144K in Q1 2026.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.