IMA Advisory Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $105K | Buy |
1,270
+1,104
| +665% | +$88.7K | 0.01% | 416 |
|
|
2026
Q1 | $13.2K | Hold |
166
| – | – | ﹤0.01% | 315 |
|
|
2025
Q4 | $15.5K | Buy |
166
+142
| +592% | +$12.3K | ﹤0.01% | 315 |
|
|
2025
Q3 | $2.01K | Hold |
24
| – | – | ﹤0.01% | 346 |
|
|
2025
Q2 | $1.92K | Buy |
+24
| New | +$1.73K | ﹤0.01% | 340 |
|
|
2023
Q4 | – | Sell |
-693
| Closed | -$28.3K | – | 267 |
|
|
2023
Q3 | $28.3K | Hold |
693
| – | – | 0.01% | 202 |
|
|
2023
Q2 | $29.6K | Hold |
693
| – | – | 0.01% | 209 |
|
|
2023
Q1 | $25.9K | Hold |
693
| – | – | 0.01% | 203 |
|
|
2022
Q4 | $28.6K | Hold |
693
| – | – | 0.01% | 208 |
|
|
2022
Q3 | $28K | Hold |
693
| – | – | 0.01% | 209 |
|
|
2022
Q2 | $27K | Sell |
693
-55,989
| -99% | -$2.46M | 0.01% | 218 |
|
|
2022
Q1 | $2.75M | Buy |
56,682
+35,763
| +171% | +$1.91M | 0.63% | 53 |
|
|
2021
Q4 | $1M | Buy |
+20,919
| New | +$1.03M | 0.22% | 89 |
|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$58K | – | 313 |
|
|
2019
Q1 | $58K | Buy |
+1,200
| New | +$59K | 0.02% | 149 |
|
|
2016
Q4 | – | Sell |
-22,412
| Closed | -$992K | – | 126 |
|
|
2016
Q3 | $992K | Buy |
22,412
+1,092
| +5% | +$52.3K | 0.57% | 57 |
|
|
2016
Q2 | $1.01M | Sell |
21,320
-1,789
| -8% | -$87.2K | 0.63% | 58 |
|
|
2016
Q1 | $1.09M | Buy |
23,109
+6,899
| +43% | +$338K | 0.63% | 58 |
|
|
2015
Q4 | $849K | Sell |
16,210
-120
| -0.7% | -$6.52K | 0.52% | 61 |
|
|
2015
Q3 | $808K | Sell |
16,330
-210
| -1% | -$11.5K | 0.51% | 63 |
|
|
2015
Q2 | $930K | Sell |
16,540
-1,140
| -6% | -$63.6K | 0.44% | 60 |
|
|
2015
Q1 | $962K | Hold |
17,680
| – | – | 0.47% | 60 |
|
|
2014
Q4 | $969K | Sell |
17,680
-320
| -2% | -$16.9K | 0.5% | 63 |
|
|
2014
Q3 | $934K | Buy |
18,000
+860
| +5% | +$44.2K | 0.44% | 67 |
|
|
2014
Q2 | $901K | Sell |
17,140
-140
| -0.8% | -$7.04K | 0.41% | 72 |
|
|
2014
Q1 | $860K | Sell |
17,280
-290
| -2% | -$13.5K | 0.4% | 75 |
|
|
2013
Q4 | $798K | Buy |
17,570
+240
| +1% | +$10.4K | 0.38% | 80 |
|
|
2013
Q3 | $716K | Buy |
17,330
+490
| +3% | +$20.9K | 0.35% | 85 |
|
|
2013
Q2 | $695K | Buy |
+16,840
| New | +$656K | 0.38% | 88 |
|
Other funds holding WFC
IMA Advisory Services's WFC Position: Q2 2026 in Review
IMA Advisory Services increased its Wells Fargo (WFC) stake by 665% in Q2 2026, buying an estimated $88.7K and bringing the position to 1,270 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #416.
IMA Advisory Services first reported a position in WFC in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.75M in Q1 2022. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- IMA Advisory Services held 1,270 shares of Wells Fargo worth $105K as of Q2 2026.
- IMA Advisory Services bought 1,104 Wells Fargo shares in Q2 2026, an estimated $88.7K.
- Wells Fargo made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #416 holding.
- IMA Advisory Services first reported a position in Wells Fargo in Q2 2013 and has held it in 28 quarters since.
- IMA Advisory Services's Wells Fargo position peaked at $2.75M in Q1 2022.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.