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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
Q3 		$5.15M Buy
64,296
+3,413
+6% +$295K 1.53% 13
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

HF Advisory Group's WFC Position: Q3 2026 in Review

HF Advisory Group increased its Wells Fargo (WFC) stake by 5.6% in Q3 2026, buying an estimated $295K and bringing the position to 64,296 shares worth $5.15M. The position accounts for 1.53% of the portfolio, ranked #13.

HF Advisory Group first reported a position in WFC in Q4 2022 and has held it in 16 quarters since. 544 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • HF Advisory Group held 64,296 shares of Wells Fargo worth $5.15M as of Q3 2026.
  • HF Advisory Group bought 3,413 Wells Fargo shares in Q3 2026, an estimated $295K.
  • Wells Fargo made up 1.53% of HF Advisory Group's portfolio in Q3 2026, its #13 holding.
  • HF Advisory Group first reported a position in Wells Fargo in Q4 2022 and has held it in 16 quarters since.
  • 544 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.