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 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	$1.11M	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

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

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

IBEX Wealth Advisors increased its Wells Fargo (WFC) stake by 0.32% in Q2 2026, buying an estimated $1.77K and bringing the position to 6,934 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #145.

IBEX Wealth Advisors first reported a position in WFC in Q4 2016 and has held it in 18 quarters since. The position peaked at $6.36M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

IBEX Wealth Advisors held 6,934 shares of Wells Fargo worth $573K as of Q2 2026.
IBEX Wealth Advisors bought 22 Wells Fargo shares in Q2 2026, an estimated $1.77K.
Wells Fargo made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #145 holding.
IBEX Wealth Advisors first reported a position in Wells Fargo in Q4 2016 and has held it in 18 quarters since.
IBEX Wealth Advisors's Wells Fargo position peaked at $6.36M in Q4 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.