Global Assets Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Global Assets Advisory's WFC Position: Q2 2026 in Review
Global Assets Advisory reduced its Wells Fargo (WFC) stake by 2.5% in Q2 2026, selling an estimated $15.2K and leaving 7,443 shares worth $638K. The position accounts for 0.14% of the portfolio, ranked #152.
Global Assets Advisory first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $683K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Global Assets Advisory held 7,443 shares of Wells Fargo worth $638K as of Q2 2026.
- Global Assets Advisory sold 189 Wells Fargo shares in Q2 2026, an estimated $15.2K.
- Wells Fargo made up 0.14% of Global Assets Advisory's portfolio in Q2 2026, its #152 holding.
- Global Assets Advisory first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
- Global Assets Advisory's Wells Fargo position peaked at $683K in Q4 2025.
- 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.