IWA
WFC icon

Icon Wealth Advisors’s Wells Fargo WFC Stock Holding History

Icon 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 		$925K Buy
11,188
+319
+3% +$25.6K 0.06% 197
2026
Q1 		$886K Buy
10,869
+2,776
+34% +$238K 0.06% 184
2025
Q4 		$754K Buy
8,093
+77
+1% +$6.68K 0.05% 204
2025
Q3 		$672K Buy
8,016
+66
+0.8% +$5.35K 0.05% 227
2025
Q2 		$637K Sell
7,950
-28
-0.4% -$2.02K 0.05% 221
2025
Q1 		$573K Buy
7,978
+350
+5% +$26.3K 0.05% 202
2024
Q4 		$536K Sell
7,628
-1,032
-12% -$70.5K 0.04% 205
2024
Q3 		$489K Sell
8,660
-3,641
-30% -$206K 0.04% 211
2024
Q2 		$730K Buy
12,301
+3,268
+36% +$193K 0.06% 167
2024
Q1 		$524K Buy
9,033
+1,136
+14% +$59.4K 0.05% 199
2023
Q4 		$389K Buy
+7,897
New +$341K 0.04% 225
2022
Q4 		$277K Buy
6,712
+450
+7% +$19.9K 0.03% 263
2022
Q3 		$252K Buy
+6,262
New +$269K 0.03% 267

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Icon Wealth Advisors increased its Wells Fargo (WFC) stake by 2.9% in Q2 2026, buying an estimated $25.6K and bringing the position to 11,188 shares worth $925K. The position accounts for 0.06% of the portfolio, ranked #197.

Icon Wealth Advisors first reported a position in WFC in Q3 2022 and has held it in 13 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Icon Wealth Advisors held 11,188 shares of Wells Fargo worth $925K as of Q2 2026.
  • Icon Wealth Advisors bought 319 Wells Fargo shares in Q2 2026, an estimated $25.6K.
  • Wells Fargo made up 0.06% of Icon Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • Icon Wealth Advisors first reported a position in Wells Fargo in Q3 2022 and has held it in 13 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.