HCR Wealth Advisors’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 | $1.14M | Buy |
13,772
+2,005
| +17% | +$161K | 0.1% | 107 |
|
|
2026
Q1 | $937K | Buy |
11,767
+75
| +0.6% | +$6.44K | 0.1% | 116 |
|
|
2025
Q4 | $1.09M | Buy |
11,692
+372
| +3% | +$32.3K | 0.11% | 106 |
|
|
2025
Q3 | $911K | Hold |
11,320
| – | – | 0.09% | 114 |
|
|
2025
Q2 | $907K | Sell |
11,320
-85
| -0.7% | -$6.13K | 0.11% | 108 |
|
|
2025
Q1 | $819K | Hold |
11,405
| – | – | 0.11% | 111 |
|
|
2024
Q4 | $801K | Buy |
11,405
+9
| +0.1% | +$614 | 0.1% | 112 |
|
|
2024
Q3 | $644K | Hold |
11,396
| – | – | 0.08% | 123 |
|
|
2024
Q2 | $677K | Hold |
11,396
| – | – | 0.1% | 112 |
|
|
2024
Q1 | $661K | Hold |
11,396
| – | – | 0.1% | 114 |
|
|
2023
Q4 | $561K | Buy |
11,396
+1,215
| +12% | +$52.4K | 0.09% | 112 |
|
|
2023
Q3 | $416K | Hold |
10,181
| – | – | 0.09% | 112 |
|
|
2023
Q2 | $435K | Sell |
10,181
-36
| -0.4% | -$1.45K | 0.08% | 120 |
|
|
2023
Q1 | $382K | Hold |
10,217
| – | – | 0.08% | 127 |
|
|
2022
Q4 | $422K | Hold |
10,217
| – | – | 0.09% | 120 |
|
|
2022
Q3 | $411K | Sell |
10,217
-54
| -0.5% | -$2.32K | 0.09% | 117 |
|
|
2022
Q2 | $402K | Sell |
10,271
-400
| -4% | -$17.6K | 0.08% | 125 |
|
|
2022
Q1 | $517K | Buy |
10,671
+400
| +4% | +$21.4K | 0.08% | 123 |
|
|
2021
Q4 | $493K | Hold |
10,271
| – | – | 0.08% | 139 |
|
|
2021
Q3 | $477K | Hold |
10,271
| – | – | 0.08% | 138 |
|
|
2021
Q2 | $465K | Buy |
10,271
+1,928
| +23% | +$86.1K | 0.08% | 133 |
|
|
2021
Q1 | $326K | Sell |
8,343
-6,552
| -44% | -$232K | 0.06% | 150 |
|
|
2020
Q4 | $450K | Sell |
14,895
-800
| -5% | -$20.7K | 0.09% | 126 |
|
|
2020
Q3 | $357K | Sell |
15,695
-1,000
| -6% | -$24.6K | 0.08% | 126 |
|
|
2020
Q2 | $423K | Sell |
16,695
-1,243
| -7% | -$34K | 0.1% | 106 |
|
|
2020
Q1 | $515K | Sell |
17,938
-4,755
| -21% | -$202K | 0.15% | 88 |
|
|
2019
Q4 | $1.22M | Buy |
22,693
+2,532
| +13% | +$133K | 0.3% | 63 |
|
|
2019
Q3 | $1.02M | Buy |
20,161
+3,545
| +21% | +$167K | 0.34% | 63 |
|
|
2019
Q2 | $786K | Sell |
16,616
-8,218
| -33% | -$384K | 0.22% | 81 |
|
|
2019
Q1 | $1.2M | Sell |
24,834
-15,472
| -38% | -$761K | 0.34% | 58 |
|
|
2018
Q4 | $1.86M | Sell |
40,306
-4,420
| -10% | -$226K | 0.6% | 31 |
|
|
2018
Q3 | $2.31M | Sell |
44,726
-4,485
| -9% | -$256K | 0.75% | 26 |
|
|
2018
Q2 | $2.75M | Sell |
49,211
-690
| -1% | -$37K | 0.9% | 22 |
|
|
2018
Q1 | $2.62M | Sell |
49,901
-206
| -0.4% | -$12.2K | 0.91% | 22 |
|
|
2017
Q4 | $3.04M | Buy |
50,107
+175
| +0.4% | +$9.88K | 1.06% | 19 |
|
|
2017
Q3 | $2.75M | Sell |
49,932
-340
| -0.7% | -$18.1K | 1.16% | 19 |
|
|
2017
Q2 | $2.79M | Sell |
50,272
-620
| -1% | -$33.2K | 1.38% | 16 |
|
|
2017
Q1 | $2.83M | Sell |
50,892
-898
| -2% | -$51K | 1.45% | 16 |
|
|
2016
Q4 | $2.85M | Buy |
+51,790
| New | +$2.6M | 1.51% | 14 |
|
Other funds holding WFC
CF
DJC
BPC
HCR Wealth Advisors's WFC Position: Q2 2026 in Review
HCR Wealth Advisors increased its Wells Fargo (WFC) stake by 17% in Q2 2026, buying an estimated $161K and bringing the position to 13,772 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #107.
HCR Wealth Advisors first reported a position in WFC in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.04M in Q4 2017. 1,047 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- HCR Wealth Advisors held 13,772 shares of Wells Fargo worth $1.14M as of Q2 2026.
- HCR Wealth Advisors bought 2,005 Wells Fargo shares in Q2 2026, an estimated $161K.
- Wells Fargo made up 0.1% of HCR Wealth Advisors's portfolio in Q2 2026, its #107 holding.
- HCR Wealth Advisors first reported a position in Wells Fargo in Q4 2016 and has held it in 39 quarters since.
- HCR Wealth Advisors's Wells Fargo position peaked at $3.04M in Q4 2017.
- 1,047 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.