HFG Advisors’s Wells Fargo WFC Stock Holding History

HFG 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	$279K	Sell	3,380 -316	-9%	-$25.4K	0.17%	92
2026 Q1	$294K	Sell	3,696 -1,033	-22%	-$88.7K	0.21%	87
2025 Q4	$441K	Hold	4,729	–	–	0.32%	61
2025 Q3	$396K	Buy	4,729 +691	+17%	+$56K	0.29%	62
2025 Q2	$324K	Buy	+4,038	New	+$291K	0.26%	66
2024 Q2	–	Sell	-3,953	Closed	-$229K	–	111
2024 Q1	$229K	Sell	3,953 -397	-9%	-$20.8K	0.2%	94
2023 Q4	$214K	Buy	+4,350	New	+$188K	0.21%	91

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

HFG Advisors's WFC Position: Q2 2026 in Review

HFG Advisors reduced its Wells Fargo (WFC) stake by 8.5% in Q2 2026, selling an estimated $25.4K and leaving 3,380 shares worth $279K. The position accounts for 0.17% of the portfolio, ranked #92.

HFG Advisors first reported a position in WFC in Q4 2023 and has held it in 7 quarters since. The position peaked at $441K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

HFG Advisors held 3,380 shares of Wells Fargo worth $279K as of Q2 2026.
HFG Advisors sold 316 Wells Fargo shares in Q2 2026, an estimated $25.4K.
Wells Fargo made up 0.17% of HFG Advisors's portfolio in Q2 2026, its #92 holding.
HFG Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 7 quarters since.
HFG Advisors's Wells Fargo position peaked at $441K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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