Great Valley Advisor Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.37M | Buy |
28,633
+1,864
| +7% | +$150K | 0.04% | 363 |
|
|
2026
Q1 | $2.13M | Buy |
26,769
+1,879
| +8% | +$161K | 0.04% | 359 |
|
|
2025
Q4 | $2.32M | Buy |
24,890
+1,368
| +6% | +$119K | 0.04% | 315 |
|
|
2025
Q3 | $1.97M | Buy |
23,522
+6,613
| +39% | +$536K | 0.04% | 341 |
|
|
2025
Q2 | $1.36M | Sell |
16,909
-550
| -3% | -$39.7K | 0.03% | 400 |
|
|
2025
Q1 | $1.25M | Sell |
17,459
-768
| -4% | -$57.7K | 0.03% | 405 |
|
|
2024
Q4 | $1.28M | Sell |
18,227
-4,978
| -21% | -$340K | 0.03% | 391 |
|
|
2024
Q3 | $1.31M | Buy |
23,205
+487
| +2% | +$27.5K | 0.03% | 381 |
|
|
2024
Q2 | $1.35M | Sell |
22,718
-719
| -3% | -$42.4K | 0.04% | 335 |
|
|
2024
Q1 | $1.36M | Buy |
23,437
+822
| +4% | +$43K | 0.04% | 321 |
|
|
2023
Q4 | $1.11M | Buy |
22,615
+4,053
| +22% | +$175K | 0.04% | 323 |
|
|
2023
Q3 | $758K | Buy |
18,562
+240
| +1% | +$10.4K | 0.03% | 363 |
|
|
2023
Q2 | $782K | Buy |
18,322
+1,509
| +9% | +$60.7K | 0.03% | 349 |
|
|
2023
Q1 | $628K | Buy |
16,813
+236
| +1% | +$10.3K | 0.03% | 393 |
|
|
2022
Q4 | $684K | Sell |
16,577
-1,352
| -8% | -$59.8K | 0.04% | 382 |
|
|
2022
Q3 | $721K | Buy |
17,929
+1,031
| +6% | +$44.3K | 0.04% | 356 |
|
|
2022
Q2 | $662K | Sell |
16,898
-6,229
| -27% | -$273K | 0.04% | 375 |
|
|
2022
Q1 | $1.12M | Buy |
23,127
+13,248
| +134% | +$709K | 0.07% | 268 |
|
|
2021
Q4 | $472K | Sell |
9,879
-694
| -7% | -$34.2K | 0.03% | 397 |
|
|
2021
Q3 | $490K | Sell |
10,573
-382
| -3% | -$17.7K | 0.03% | 365 |
|
|
2021
Q2 | $493K | Buy |
10,955
+97
| +0.9% | +$4.33K | 0.04% | 355 |
|
|
2021
Q1 | $425K | Buy |
+10,858
| New | +$384K | 0.04% | 337 |
|
|
2020
Q3 | – | Sell |
-9,861
| Closed | -$253K | – | 459 |
|
|
2020
Q2 | $253K | Buy |
9,861
+104
| +1% | +$2.85K | 0.04% | 344 |
|
|
2020
Q1 | $280K | Buy |
9,757
+2,796
| +40% | +$119K | 0.07% | 247 |
|
|
2019
Q4 | $375K | Sell |
6,961
-85
| -1% | -$4.45K | 0.08% | 246 |
|
|
2019
Q3 | $356K | Buy |
7,046
+383
| +6% | +$18K | 0.09% | 243 |
|
|
2019
Q2 | $315K | Sell |
6,663
-1,731
| -21% | -$81K | 0.08% | 245 |
|
|
2019
Q1 | $406K | Sell |
8,394
-1,308
| -13% | -$64.3K | 0.13% | 178 |
|
|
2018
Q4 | $400K | Buy |
+9,702
| New | +$497K | 0.15% | 127 |
|
Other funds holding WFC
Great Valley Advisor Group's WFC Position: Q2 2026 in Review
Great Valley Advisor Group increased its Wells Fargo (WFC) stake by 7% in Q2 2026, buying an estimated $150K and bringing the position to 28,633 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #363.
Great Valley Advisor Group first reported a position in WFC in Q4 2018 and has held it in 29 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Great Valley Advisor Group held 28,633 shares of Wells Fargo worth $2.37M as of Q2 2026.
- Great Valley Advisor Group bought 1,864 Wells Fargo shares in Q2 2026, an estimated $150K.
- Wells Fargo made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #363 holding.
- Great Valley Advisor Group first reported a position in Wells Fargo in Q4 2018 and has held it in 29 quarters since.
- 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.