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HHM Wealth Advisors’s Wells Fargo WFC Stock Holding History

HHM Wealth 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 		$529K Buy
6,406
+1
+0% +$80 0.05% 125
2026
Q1 		$510K Sell
6,405
-528
-8% -$45.4K 0.06% 116
2025
Q4 		$646K Hold
6,933
– – 0.08% 97
2025
Q3 		$581K Buy
6,933
+36
+0.5% +$2.92K 0.07% 107
2025
Q2 		$553K Hold
6,897
– – 0.07% 109
2025
Q1 		$495K Buy
6,897
+1
+0% +$75 0.07% 105
2024
Q4 		$484K Sell
6,896
-752
-10% -$51.3K 0.07% 106
2024
Q3 		$432K Buy
7,648
+2,244
+42% +$127K 0.06% 104
2024
Q2 		$321K Sell
5,404
-241
-4% -$14.2K 0.05% 130
2024
Q1 		$327K Hold
5,645
– – 0.05% 106
2023
Q4 		$278K Hold
5,645
– – 0.05% 110
2023
Q3 		$231K Hold
5,645
– – 0.05% 115
2023
Q2 		$241K Hold
5,645
– – 0.05% 122
2023
Q1 		$211K Buy
5,645
+174
+3% +$7.58K 0.04% 124
2022
Q4 		$226K Hold
5,471
– – 0.05% 113
2022
Q3 		$220K Sell
5,471
-1,706
-24% -$73.3K 0.06% 99
2022
Q2 		$281K Buy
7,177
+77
+1% +$3.38K 0.07% 103
2022
Q1 		$344K Buy
7,100
+5,206
+275% +$279K 0.08% 97
2021
Q4 		$91K Buy
1,894
+1,200
+173% +$59.1K 0.02% 230
2021
Q3 		$32K Sell
694
-332
-32% -$15.4K 0.01% 354
2021
Q2 		$46K Hold
1,026
– – 0.01% 309
2021
Q1 		$40K Buy
1,026
+199
+24% +$7.04K 0.01% 310
2020
Q4 		$25K Sell
827
-200
-19% -$5.18K 0.01% 334
2020
Q3 		$24K Sell
1,027
-111
-10% -$2.73K 0.01% 299
2020
Q2 		$29K Buy
1,138
+200
+21% +$5.47K 0.01% 274
2020
Q1 		$27K Buy
+938
New +$39.9K 0.01% 271

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

HHM Wealth Advisors's WFC Position: Q2 2026 in Review

HHM Wealth Advisors increased its Wells Fargo (WFC) stake by 0.02% in Q2 2026, buying an estimated $80 and bringing the position to 6,406 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #125.

HHM Wealth Advisors first reported a position in WFC in Q1 2020 and has held it in 26 quarters since. The position peaked at $646K in Q4 2025. 911 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • HHM Wealth Advisors held 6,406 shares of Wells Fargo worth $529K as of Q2 2026.
  • HHM Wealth Advisors bought 1 Wells Fargo share in Q2 2026, an estimated $80.
  • Wells Fargo made up 0.05% of HHM Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • HHM Wealth Advisors first reported a position in Wells Fargo in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Wells Fargo position peaked at $646K in Q4 2025.
  • 911 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.