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Gladstone Institutional Advisory’s Wells Fargo WFC Stock Holding History

Gladstone Institutional Advisory’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 		$4.3M Buy
52,086
+3,660
+8% +$294K 0.14% 163
2026
Q1 		$3.86M Buy
48,426
+1,105
+2% +$94.9K 0.14% 163
2025
Q4 		$4.41M Buy
47,321
+2,685
+6% +$233K 0.17% 135
2025
Q3 		$3.74M Sell
44,636
-4,101
-8% -$333K 0.14% 155
2025
Q2 		$3.9M Buy
48,737
+2,708
+6% +$195K 0.16% 143
2025
Q1 		$3.3M Buy
46,029
+5,342
+13% +$401K 0.15% 156
2024
Q4 		$2.86M Buy
40,687
+6,284
+18% +$429K 0.13% 173
2024
Q3 		$1.94M Buy
34,403
+24,835
+260% +$1.4M 0.09% 228
2024
Q2 		$568K Buy
9,568
+1,732
+22% +$102K 0.03% 400
2024
Q1 		$454K Sell
7,836
-952
-11% -$49.8K 0.02% 438
2023
Q4 		$433K Sell
8,788
-290
-3% -$12.5K 0.02% 442
2023
Q3 		$371K Sell
9,078
-364
-4% -$15.7K 0.02% 447
2023
Q2 		$403K Sell
9,442
-778
-8% -$31.3K 0.02% 444
2023
Q1 		$382K Buy
10,220
+722
+8% +$31.5K 0.02% 471
2022
Q4 		$392K Sell
9,498
-1,293
-12% -$57.2K 0.03% 445
2022
Q3 		$434K Sell
10,791
-6,289
-37% -$270K 0.03% 423
2022
Q2 		$669K Sell
17,080
-33,307
-66% -$1.46M 0.05% 348
2022
Q1 		$2.44M Buy
50,387
+31,905
+173% +$1.71M 0.17% 164
2021
Q4 		$887K Sell
18,482
-5,344
-22% -$263K 0.07% 282
2021
Q3 		$1.11M Sell
23,826
-14,319
-38% -$663K 0.11% 221
2021
Q2 		$1.73M Buy
38,145
+14,107
+59% +$630K 0.21% 123
2021
Q1 		$939K Buy
+24,038
New +$851K 0.15% 154

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

Gladstone Institutional Advisory's WFC Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Wells Fargo (WFC) stake by 7.6% in Q2 2026, buying an estimated $294K and bringing the position to 52,086 shares worth $4.3M. The position accounts for 0.14% of the portfolio, ranked #163.

Gladstone Institutional Advisory first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.41M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Gladstone Institutional Advisory held 52,086 shares of Wells Fargo worth $4.3M as of Q2 2026.
  • Gladstone Institutional Advisory bought 3,660 Wells Fargo shares in Q2 2026, an estimated $294K.
  • Wells Fargo made up 0.14% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #163 holding.
  • Gladstone Institutional Advisory first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
  • Gladstone Institutional Advisory's Wells Fargo position peaked at $4.41M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.