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IFP Advisors’s Wells Fargo WFC Stock Holding History

IFP 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 		$6.04M Buy
73,059
+10,173
+16% +$818K 0.11% 207
2026
Q1 		$5.01M Buy
62,886
+4,227
+7% +$363K 0.1% 219
2025
Q4 		$5.47M Buy
58,659
+3,568
+6% +$310K 0.12% 179
2025
Q3 		$4.62M Buy
55,091
+15,011
+37% +$1.22M 0.12% 186
2025
Q2 		$3.22M Buy
40,080
+24
+0.1% +$1.73K 0.09% 243
2025
Q1 		$2.88M Sell
40,056
-8,822
-18% -$662K 0.09% 267
2024
Q4 		$3.43M Buy
48,878
+8,470
+21% +$578K 0.11% 194
2024
Q3 		$2.28M Buy
40,408
+3,437
+9% +$194K 0.08% 272
2024
Q2 		$2.2M Sell
36,971
-7,563
-17% -$446K 0.09% 242
2024
Q1 		$2.58M Sell
44,534
-511
-1% -$26.7K 0.11% 194
2023
Q4 		$2.22M Buy
45,045
+5,117
+13% +$221K 0.1% 215
2023
Q3 		$1.63M Sell
39,928
-2,423
-6% -$105K 0.07% 285
2023
Q2 		$1.81M Sell
42,351
-76
-0.2% -$3.06K 0.08% 277
2023
Q1 		$2.05M Sell
42,427
-18,340
-30% -$799K 0.09% 226
2022
Q4 		$2.95M Sell
60,767
-6,122
-9% -$271K 0.08% 263
2022
Q3 		$3.25M Buy
66,889
+5,956
+10% +$256K 0.08% 259
2022
Q2 		$2.96M Hold
60,933
– – 0.09% 251
2022
Q1 		$2.96M Buy
60,933
+1,186
+2% +$63.5K 0.09% 251
2021
Q4 		$2.87M Buy
59,747
+9,197
+18% +$453K 0.06% 193
2021
Q3 		$2.35M Buy
50,550
+9,660
+24% +$447K 0.05% 228
2021
Q2 		$1.85M Sell
40,890
-665
-2% -$29.7K 0.04% 257
2021
Q1 		$1.63M Buy
41,555
+3,088
+8% +$109K 0.03% 267
2020
Q4 		$1.16M Sell
38,467
-1,131
-3% -$29.3K 0.05% 313
2020
Q3 		$931K Sell
39,598
-2,710
-6% -$66.8K 0.06% 304
2020
Q2 		$1.09M Buy
42,308
+24,934
+144% +$682K 0.09% 237
2020
Q1 		$533K Buy
17,374
+2,172
+14% +$92.3K 0.05% 339
2019
Q4 		$823K Sell
15,202
-8,930
-37% -$468K 0.06% 324
2019
Q3 		$1.23M Buy
+24,132
New +$1.14M 0.08% 260
2019
Q1 		$1.06M Sell
21,830
-30,850
-59% -$1.52M 0.14% 150
2018
Q4 		$2.41M Sell
52,680
-14,908
-22% -$764K 0.15% 155
2018
Q3 		$3.55M Sell
67,588
-5,568
-8% -$318K 0.14% 161
2018
Q2 		$4.06M Sell
73,156
-3,238
-4% -$173K 0.17% 138
2018
Q1 		$4.63M Hold
76,394
– – 0.21% 100
2017
Q4 		$4.63M Sell
76,394
-26,050
-25% -$1.47M 0.21% 100
2017
Q3 		$5.65M Sell
102,444
-10,071
-9% -$535K 0.22% 98
2017
Q2 		$6.23M Sell
112,515
-3,503
-3% -$188K 0.26% 77
2017
Q1 		$6.46M Buy
116,018
+5,077
+5% +$288K 0.28% 77
2016
Q4 		$6.11M Buy
110,941
+5,809
+6% +$292K 0.3% 70
2016
Q3 		$4.66M Sell
105,132
-14,331
-12% -$686K 0.24% 85
2016
Q2 		$5.65M Buy
119,463
+97,633
+447% +$4.76M 0.32% 66
2016
Q1 		$1.06M Sell
21,830
-101,927
-82% -$4.99M 0.14% 150
2015
Q4 		$6.73M Buy
+123,757
New +$6.72M 0.45% 44

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

IFP Advisors's WFC Position: Q2 2026 in Review

IFP Advisors increased its Wells Fargo (WFC) stake by 16% in Q2 2026, buying an estimated $818K and bringing the position to 73,059 shares worth $6.04M. The position accounts for 0.11% of the portfolio, ranked #207.

IFP Advisors first reported a position in WFC in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.73M in Q4 2015. 929 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • IFP Advisors held 73,059 shares of Wells Fargo worth $6.04M as of Q2 2026.
  • IFP Advisors bought 10,173 Wells Fargo shares in Q2 2026, an estimated $818K.
  • Wells Fargo made up 0.11% of IFP Advisors's portfolio in Q2 2026, its #207 holding.
  • IFP Advisors first reported a position in Wells Fargo in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Wells Fargo position peaked at $6.73M in Q4 2015.
  • 929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.