HF Advisory Group’s Wells Fargo WFC Stock Holding History

HF Advisory Group’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	$5.03M	Buy	60,883 +6,252	+11%	+$502K	1.56%	12
2026 Q1	$4.35M	Sell	54,631 -319	-0.6%	-$27.4K	1.48%	15
2025 Q4	$5.12M	Buy	54,950 +2,871	+6%	+$249K	1.79%	7
2025 Q3	$4.37M	Buy	52,079 +3,435	+7%	+$279K	1.6%	10
2025 Q2	$3.9M	Buy	48,644 +6,738	+16%	+$486K	1.54%	13
2025 Q1	$3.01M	Buy	41,906 +3,960	+10%	+$297K	1.31%	16
2024 Q4	$2.67M	Sell	37,946 -947	-2%	-$64.7K	1.23%	21
2024 Q3	$2.2M	Buy	38,893 +3,637	+10%	+$206K	1.02%	28
2024 Q2	$2.09M	Sell	35,256 -3,947	-10%	-$233K	1.08%	24
2024 Q1	$2.27M	Buy	39,203 +5,110	+15%	+$267K	1.27%	21
2023 Q4	$1.68M	Buy	34,093 +1,417	+4%	+$61.1K	1.07%	29
2023 Q3	$1.34M	Buy	32,676 +2,208	+7%	+$95.3K	1%	33
2023 Q2	$1.3M	Buy	30,468 +8,521	+39%	+$343K	1.03%	32
2023 Q1	$820K	Buy	21,947 +5,025	+30%	+$219K	0.73%	49
2022 Q4	$699K	Buy	+16,922	New	+$749K	0.71%	54

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

HF Advisory Group's WFC Position: Q2 2026 in Review

HF Advisory Group increased its Wells Fargo (WFC) stake by 11% in Q2 2026, buying an estimated $502K and bringing the position to 60,883 shares worth $5.03M. The position accounts for 1.56% of the portfolio, ranked #12.

HF Advisory Group first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.12M in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

HF Advisory Group held 60,883 shares of Wells Fargo worth $5.03M as of Q2 2026.
HF Advisory Group bought 6,252 Wells Fargo shares in Q2 2026, an estimated $502K.
Wells Fargo made up 1.56% of HF Advisory Group's portfolio in Q2 2026, its #12 holding.
HF Advisory Group first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
HF Advisory Group's Wells Fargo position peaked at $5.12M in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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