Independence Wealth Advisors (Ohio)’s Wells Fargo WFC Stock Holding History

Independence Wealth Advisors (Ohio)’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	$423K	Buy	5,116 +573	+13%	+$46K	0.21%	51
2026 Q1	$362K	Buy	4,543 +1,529	+51%	+$131K	0.19%	56
2025 Q4	$281K	Buy	+3,014	New	+$262K	0.16%	68

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

Independence Wealth Advisors (Ohio)'s WFC Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Wells Fargo (WFC) stake by 13% in Q2 2026, buying an estimated $46K and bringing the position to 5,116 shares worth $423K. The position accounts for 0.21% of the portfolio, ranked #51.

Independence Wealth Advisors (Ohio) first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Independence Wealth Advisors (Ohio) held 5,116 shares of Wells Fargo worth $423K as of Q2 2026.
Independence Wealth Advisors (Ohio) bought 573 Wells Fargo shares in Q2 2026, an estimated $46K.
Wells Fargo made up 0.21% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #51 holding.
Independence Wealth Advisors (Ohio) first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.