IBEX Wealth Advisors
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IBEX Wealth Advisors’s Wells Fargo WFC Stock Holding History

IBEX 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
Q3 		$600K Buy
7,491
+557
+8% +$48.2K 0.05% 151
2026
Q2 		$573K Buy
6,934
+22
+0.3% +$1.77K 0.04% 145
2026
Q1 		$550K Sell
6,912
-61,300
-90% -$5.27M 0.05% 147
2025
Q4 		$6.36M Buy
68,212
+64,481
+1,728% +$5.6M 0.62% 60
2025
Q3 		$313K Buy
3,731
+21
+0.6% +$1.7K 0.03% 178
2025
Q2 		$297K Sell
3,710
-11,037
-75% -$796K 0.03% 170
2025
Q1 		$1.06M Buy
+14,747
New +$1.11M 0.14% 101
2024
Q3 		– Sell
-5,410
Closed -$321K – 277
2024
Q2 		$321K Buy
+5,410
New +$319K 0.05% 104
2022
Q2 		– Sell
-14,071
Closed -$682K – 186
2022
Q1 		$682K Buy
+14,071
New +$753K 0.13% 108
2021
Q4 		– Sell
-1
Closed – – 427
2021
Q3 		$0 Buy
+1
New +$46 ﹤0.01% 446
2020
Q3 		– Sell
-22,639
Closed -$579K – 109
2020
Q2 		$579K Buy
22,639
+1,352
+6% +$37K 0.19% 85
2020
Q1 		$610K Buy
21,287
+559
+3% +$23.8K 0.24% 79
2019
Q4 		$1.12M Buy
+20,728
New +$1.09M 0.34% 82
2019
Q3 		– Sell
-1
Closed – – 398
2019
Q2 		$0 Buy
+1
New +$47 ﹤0.01% 434
2018
Q1 		– Sell
-9,159
Closed -$568K – 119
2017
Q4 		$568K Buy
9,159
+108
+1% +$6.1K 0.25% 68
2017
Q3 		$499K Sell
9,051
-458
-5% -$24.3K 0.18% 96
2017
Q2 		$528K Buy
9,509
+202
+2% +$10.8K 0.21% 94
2017
Q1 		$512K Buy
9,307
+8,852
+1,945% +$502K 0.32% 65
2016
Q4 		$25K Buy
+455
New +$22.9K 0.01% 208

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IBEX Wealth Advisors's WFC Position: Q3 2026 in Review

IBEX Wealth Advisors increased its Wells Fargo (WFC) stake by 8% in Q3 2026, buying an estimated $48.2K and bringing the position to 7,491 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #151.

IBEX Wealth Advisors first reported a position in WFC in Q4 2016 and has held it in 19 quarters since. The position peaked at $6.36M in Q4 2025. 1,845 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • IBEX Wealth Advisors held 7,491 shares of Wells Fargo worth $600K as of Q3 2026.
  • IBEX Wealth Advisors bought 557 Wells Fargo shares in Q3 2026, an estimated $48.2K.
  • Wells Fargo made up 0.05% of IBEX Wealth Advisors's portfolio in Q3 2026, its #151 holding.
  • IBEX Wealth Advisors first reported a position in Wells Fargo in Q4 2016 and has held it in 19 quarters since.
  • IBEX Wealth Advisors's Wells Fargo position peaked at $6.36M in Q4 2025.
  • 1,845 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.