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Index Fund Advisors’s Wells Fargo WFC Stock Holding History

Index Fund 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 		$287K Buy
3,467
+116
+3% +$9.32K 0.01% 117
2026
Q1 		$267K Sell
3,351
-9
-0.3% -$773 0.01% 114
2025
Q4 		$313K Buy
3,360
+7
+0.2% +$608 0.01% 117
2025
Q3 		$281K Buy
+3,353
New +$272K 0.01% 122
2024
Q3 		– Sell
-6,186
Closed -$367K – 110
2024
Q2 		$367K Buy
+6,186
New +$365K 0.02% 68

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 $3.38T AUM 44.17% 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

Index Fund Advisors's WFC Position: Q2 2026 in Review

Index Fund Advisors increased its Wells Fargo (WFC) stake by 3.5% in Q2 2026, buying an estimated $9.32K and bringing the position to 3,467 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #117.

Index Fund Advisors first reported a position in WFC in Q2 2024 and has held it in 5 quarters since. The position peaked at $367K in Q2 2024. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Index Fund Advisors held 3,467 shares of Wells Fargo worth $287K as of Q2 2026.
  • Index Fund Advisors bought 116 Wells Fargo shares in Q2 2026, an estimated $9.32K.
  • Wells Fargo made up 0.01% of Index Fund Advisors's portfolio in Q2 2026, its #117 holding.
  • Index Fund Advisors first reported a position in Wells Fargo in Q2 2024 and has held it in 5 quarters since.
  • Index Fund Advisors's Wells Fargo position peaked at $367K in Q2 2024.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.