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Gradient Capital Advisors’s Wells Fargo WFC Stock Holding History

Gradient Capital 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 		$441K Sell
5,338
-693
-11% -$55.7K 0.1% 120
2026
Q1 		$480K Buy
6,031
+15
+0.2% +$1.29K 0.12% 107
2025
Q4 		$561K Buy
6,016
+1,245
+26% +$108K 0.14% 99
2025
Q3 		$400K Buy
4,771
+51
+1% +$4.14K 0.11% 115
2025
Q2 		$378K Buy
4,720
+580
+14% +$41.8K 0.11% 115
2025
Q1 		$297K Buy
4,140
+14
+0.3% +$1.05K 0.1% 126
2024
Q4 		$290K Sell
4,126
-152
-4% -$10.4K 0.09% 124
2024
Q3 		$242K Buy
4,278
+18
+0.4% +$1.02K 0.08% 138
2024
Q2 		$253K Buy
4,260
+16
+0.4% +$945 0.09% 130
2024
Q1 		$246K Buy
4,244
+17
+0.4% +$889 0.09% 128
2023
Q4 		$208K Buy
+4,227
New +$182K 0.08% 138

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Gradient Capital Advisors's WFC Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Wells Fargo (WFC) stake by 11% in Q2 2026, selling an estimated $55.7K and leaving 5,338 shares worth $441K. The position accounts for 0.1% of the portfolio, ranked #120.

Gradient Capital Advisors first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $561K in Q4 2025. 567 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Gradient Capital Advisors held 5,338 shares of Wells Fargo worth $441K as of Q2 2026.
  • Gradient Capital Advisors sold 693 Wells Fargo shares in Q2 2026, an estimated $55.7K.
  • Wells Fargo made up 0.1% of Gradient Capital Advisors's portfolio in Q2 2026, its #120 holding.
  • Gradient Capital Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Gradient Capital Advisors's Wells Fargo position peaked at $561K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.