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GoalVest Advisory’s Wells Fargo WFC Stock Holding History

GoalVest 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 		$45.6K Buy
552
+44
+9% +$3.54K 0.01% 217
2026
Q1 		$40.4K Hold
508
– – 0.01% 248
2025
Q4 		$47.3K Buy
+508
New +$44.1K 0.01% 249
2025
Q2 		– Sell
-24
Closed -$1.72K – 529
2025
Q1 		$1.72K Buy
24
+9
+60% +$676 ﹤0.01% 312
2024
Q4 		$1.05K Hold
15
– – ﹤0.01% 354
2024
Q3 		$847 Hold
15
– – ﹤0.01% 362
2024
Q2 		$891 Hold
15
– – ﹤0.01% 304
2024
Q1 		$869 Buy
+15
New +$785 ﹤0.01% 388
2022
Q3 		– Sell
-7,955
Closed -$319K – 318
2022
Q2 		$319K Sell
7,955
-6,339
-44% -$278K 0.2% 104
2022
Q1 		$693K Buy
+14,294
New +$765K 0.39% 72

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

GoalVest Advisory's WFC Position: Q2 2026 in Review

GoalVest Advisory increased its Wells Fargo (WFC) stake by 8.7% in Q2 2026, buying an estimated $3.54K and bringing the position to 552 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #217.

GoalVest Advisory first reported a position in WFC in Q1 2022 and has held it in 10 quarters since. The position peaked at $693K in Q1 2022. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • GoalVest Advisory held 552 shares of Wells Fargo worth $45.6K as of Q2 2026.
  • GoalVest Advisory bought 44 Wells Fargo shares in Q2 2026, an estimated $3.54K.
  • Wells Fargo made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #217 holding.
  • GoalVest Advisory first reported a position in Wells Fargo in Q1 2022 and has held it in 10 quarters since.
  • GoalVest Advisory's Wells Fargo position peaked at $693K in Q1 2022.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.