IFS Advisors’s Wells Fargo WFC Stock Holding History

IFS 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	$9.44K	Hold	118	–	–	﹤0.01%	315
2026 Q2	$9.8K	Hold	118	–	–	﹤0.01%	126
2026 Q1	$9.39K	Hold	118	–	–	﹤0.01%	129
2025 Q4	$11K	Hold	118	–	–	0.01%	95
2025 Q3	$9.9K	Hold	118	–	–	0.01%	99
2025 Q2	$9.45K	Hold	118	–	–	0.01%	94
2025 Q1	$8.47K	Hold	118	–	–	0.01%	110
2024 Q4	$8.29K	Hold	118	–	–	0.01%	102
2024 Q3	$6.66K	Hold	118	–	–	0.01%	86
2024 Q2	$7.01K	Hold	118	–	–	0.01%	81
2024 Q1	$6.84K	Hold	118	–	–	0.01%	80
2023 Q4	$5.81K	Hold	118	–	–	0.01%	77
2023 Q3	$4.82K	Hold	118	–	–	0.01%	81
2023 Q2	$5.04K	Buy	+118	New	+$4.75K	0.01%	79

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

IFS Advisors's WFC Position: Q3 2026 in Review

IFS Advisors held its Wells Fargo (WFC) position steady in Q3 2026 at 118 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

IFS Advisors first reported a position in WFC in Q2 2023 and has held it in 14 quarters since. The position peaked at $11K in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

IFS Advisors held 118 shares of Wells Fargo worth $9.44K as of Q3 2026.
IFS Advisors left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #315 holding.
IFS Advisors first reported a position in Wells Fargo in Q2 2023 and has held it in 14 quarters since.
IFS Advisors's Wells Fargo position peaked at $11K in Q4 2025.
863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.