High Net Worth Advisory Group’s Wells Fargo WFC Stock Holding History

High Net Worth 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	$569K	Buy	7,112 +35	+0.5%	+$3.03K	0.12%	144
2026 Q2	$585K	Buy	7,077 +1,843	+35%	+$148K	0.12%	137
2026 Q1	$417K	Buy	5,234 +614	+13%	+$52.7K	0.1%	161
2025 Q4	$431K	Sell	4,620 -143	-3%	-$12.4K	0.1%	151
2025 Q3	$399K	Buy	4,763 +63	+1%	+$5.11K	0.1%	154
2025 Q2	$377K	Buy	+4,700	New	+$339K	0.1%	154
2023 Q1	–	Sell	-1,187	Closed	-$49K	–	581
2022 Q4	$49K	Hold	1,187	–	–	0.02%	329
2022 Q3	$48K	Buy	1,187 +1	+0.1%	+$43	0.02%	334
2022 Q2	$46K	Buy	1,186 +1	+0.1%	+$44	0.02%	338
2022 Q1	$57K	Hold	1,185	–	–	0.02%	324
2021 Q4	$57K	Buy	+1,185	New	+$58.3K	0.02%	332

Other funds holding WFC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

High Net Worth Advisory Group's WFC Position: Q3 2026 in Review

High Net Worth Advisory Group increased its Wells Fargo (WFC) stake by 0.49% in Q3 2026, buying an estimated $3.03K and bringing the position to 7,112 shares worth $569K. The position accounts for 0.12% of the portfolio, ranked #144.

High Net Worth Advisory Group first reported a position in WFC in Q4 2021 and has held it in 11 quarters since. The position peaked at $585K in Q2 2026. 1,620 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

High Net Worth Advisory Group held 7,112 shares of Wells Fargo worth $569K as of Q3 2026.
High Net Worth Advisory Group bought 35 Wells Fargo shares in Q3 2026, an estimated $3.03K.
Wells Fargo made up 0.12% of High Net Worth Advisory Group's portfolio in Q3 2026, its #144 holding.
High Net Worth Advisory Group first reported a position in Wells Fargo in Q4 2021 and has held it in 11 quarters since.
High Net Worth Advisory Group's Wells Fargo position peaked at $585K in Q2 2026.
1,620 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.