HC Advisors’s Wells Fargo WFC Stock Holding History

HC 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	$289K	Sell	3,501 -110	-3%	-$8.84K	0.18%	49
2026 Q1	$288K	Buy	3,611 +326	+10%	+$28K	0.19%	46
2025 Q4	$306K	Hold	3,285	–	–	0.21%	46
2025 Q3	$275K	Buy	3,285 +1	+0%	+$81	0.19%	47
2025 Q2	$263K	Sell	3,284 -715	-18%	-$51.6K	0.19%	49
2025 Q1	$287K	Sell	3,999 -849	-18%	-$63.7K	0.22%	42
2024 Q4	$341K	Buy	4,848 +655	+16%	+$44.7K	0.27%	39
2024 Q3	$237K	Hold	4,193	–	–	0.19%	46
2024 Q2	$249K	Sell	4,193 -190	-4%	-$11.2K	0.23%	41
2024 Q1	$254K	Sell	4,383 -605	-12%	-$31.7K	0.12%	77
2023 Q4	$246K	Hold	4,988	–	–	0.14%	78
2023 Q3	$204K	Buy	+4,988	New	+$215K	0.12%	79
2020 Q3	–	Sell	-15,767	Closed	-$404K	–	87
2020 Q2	$404K	Buy	+15,767	New	+$431K	0.33%	52

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HC Advisors's WFC Position: Q2 2026 in Review

HC Advisors reduced its Wells Fargo (WFC) stake by 3% in Q2 2026, selling an estimated $8.84K and leaving 3,501 shares worth $289K. The position accounts for 0.18% of the portfolio, ranked #49.

HC Advisors first reported a position in WFC in Q2 2020 and has held it in 13 quarters since. The position peaked at $404K in Q2 2020. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

HC Advisors held 3,501 shares of Wells Fargo worth $289K as of Q2 2026.
HC Advisors sold 110 Wells Fargo shares in Q2 2026, an estimated $8.84K.
Wells Fargo made up 0.18% of HC Advisors's portfolio in Q2 2026, its #49 holding.
HC Advisors first reported a position in Wells Fargo in Q2 2020 and has held it in 13 quarters since.
HC Advisors's Wells Fargo position peaked at $404K in Q2 2020.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.