HighPoint Advisor Group’s Wells Fargo WFC Stock Holding History

HighPoint Advisor 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	$2.22M	Buy	26,881 +983	+4%	+$79K	0.08%	199
2026 Q1	$2.06M	Sell	25,898 -82,835	-76%	-$7.11M	0.09%	189
2025 Q4	$10.1M	Buy	108,733 +28,517	+36%	+$2.48M	0.22%	90
2025 Q3	$6.72M	Buy	80,216 +1,396	+2%	+$113K	0.32%	47
2025 Q2	$6.32M	Buy	78,820 +1,789	+2%	+$129K	0.34%	49
2025 Q1	$5.48M	Buy	77,031 +14,405	+23%	+$1.08M	0.32%	54
2024 Q4	$4.93M	Buy	62,626 +1,119	+2%	+$76.4K	0.27%	60
2024 Q3	$3.47M	Sell	61,507 -5,939	-9%	-$336K	0.2%	90
2024 Q2	$4.05M	Buy	67,446 +6,723	+11%	+$397K	0.24%	73
2024 Q1	$3.72M	Buy	60,723 +1,450	+2%	+$75.9K	0.26%	63
2023 Q4	$3.36M	Buy	+59,273	New	+$2.56M	0.24%	71
2022 Q2	$1.78M	Buy	+45,045	New	+$1.98M	0.19%	97
2021 Q3	$2.23M	Sell	47,972 -15,293	-24%	-$708K	0.22%	91
2021 Q2	$2.87M	Buy	63,265 +29,968	+90%	+$1.34M	0.29%	76
2021 Q1	$1.35M	Buy	33,297 +1,255	+4%	+$44.4K	0.16%	116
2020 Q4	$1.07M	Buy	32,042 +5,236	+20%	+$136K	0.13%	135
2020 Q3	$599K	Sell	26,806 -1,212	-4%	-$29.9K	0.11%	156
2020 Q2	$703K	Buy	28,018 +2,073	+8%	+$56.7K	0.15%	127
2020 Q1	$698K	Sell	25,945 -7,492	-22%	-$318K	0.17%	108
2019 Q4	$1.63M	Buy	33,437 +3,493	+12%	+$183K	0.34%	67
2019 Q3	$1.62M	Buy	29,944 +7,337	+32%	+$346K	0.36%	64
2019 Q2	$1.05M	Sell	22,607 -4,447	-16%	-$208K	0.25%	83
2019 Q1	$2.12M	Buy	27,054 +1,475	+6%	+$72.5K	0.52%	47
2018 Q4	$1.92M	Sell	25,579 -1,215	-5%	-$62.2K	0.51%	44
2018 Q3	$1.38M	Buy	26,794 +1,645	+7%	+$93.9K	0.38%	63
2018 Q2	$1.71M	Sell	25,149 -378	-1%	-$20.3K	0.46%	48
2018 Q1	$1.52M	Buy	25,527 +649	+3%	+$38.6K	0.42%	57
2017 Q4	$1.44M	Buy	24,878 +442	+2%	+$25K	0.41%	55
2017 Q3	$1.38M	Sell	24,436 -120	-0.5%	-$6.38K	0.43%	53
2017 Q2	$1.3M	Hold	24,556	–	–	0.42%	54
2017 Q1	$1.3M	Sell	24,556 -180	-0.7%	-$10.2K	0.42%	54
2016 Q4	$1.48M	Buy	24,736 +942	+4%	+$47.4K	0.48%	48
2016 Q3	$1.25M	Sell	23,794 -4,316	-15%	-$207K	0.44%	57
2016 Q2	$1.38M	Buy	28,110 +3,916	+16%	+$191K	0.48%	47
2016 Q1	$1.22M	Sell	24,194 -8,463	-26%	-$414K	0.75%	33
2015 Q4	$1.6M	Sell	32,657 -7,911	-20%	-$430K	1.05%	21
2015 Q3	$2.08M	Buy	40,568 +1,656	+4%	+$91.1K	2.31%	3
2015 Q2	$2.19M	Buy	38,912 +24,388	+168%	+$1.36M	3.38%	4
2015 Q1	$796K	Buy	+14,524	New	+$785K	1.22%	37

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

HighPoint Advisor Group's WFC Position: Q2 2026 in Review

HighPoint Advisor Group increased its Wells Fargo (WFC) stake by 3.8% in Q2 2026, buying an estimated $79K and bringing the position to 26,881 shares worth $2.22M. The position accounts for 0.08% of the portfolio, ranked #199.

HighPoint Advisor Group first reported a position in WFC in Q1 2015 and has held it in 39 quarters since. The position peaked at $10.1M in Q4 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

HighPoint Advisor Group held 26,881 shares of Wells Fargo worth $2.22M as of Q2 2026.
HighPoint Advisor Group bought 983 Wells Fargo shares in Q2 2026, an estimated $79K.
Wells Fargo made up 0.08% of HighPoint Advisor Group's portfolio in Q2 2026, its #199 holding.
HighPoint Advisor Group first reported a position in Wells Fargo in Q1 2015 and has held it in 39 quarters since.
HighPoint Advisor Group's Wells Fargo position peaked at $10.1M in Q4 2025.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.