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FSM Wealth Advisors’s Wells Fargo WFC Stock Holding History

FSM Wealth 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 		$738K Buy
8,936
+4,055
+83% +$326K 0.08% 140
2026
Q1 		$389K Sell
4,881
-143
-3% -$12.3K 0.05% 199
2025
Q4 		$468K Buy
5,024
+402
+9% +$34.9K 0.06% 175
2025
Q3 		$387K Buy
4,622
+1,471
+47% +$119K 0.05% 204
2025
Q2 		$259K Buy
+3,151
New +$227K 0.04% 235

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

FSM Wealth Advisors's WFC Position: Q2 2026 in Review

FSM Wealth Advisors increased its Wells Fargo (WFC) stake by 83% in Q2 2026, buying an estimated $326K and bringing the position to 8,936 shares worth $738K. The position accounts for 0.08% of the portfolio, ranked #140.

FSM Wealth Advisors first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • FSM Wealth Advisors held 8,936 shares of Wells Fargo worth $738K as of Q2 2026.
  • FSM Wealth Advisors bought 4,055 Wells Fargo shares in Q2 2026, an estimated $326K.
  • Wells Fargo made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • FSM Wealth Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.