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Innovative Asset Advisors Group’s Wells Fargo WFC Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-754
Closed -$60K – 1030
2026
Q1 		$60K Buy
+754
New +$64.8K 0.03% 284

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Innovative Asset Advisors Group's WFC Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 754 shares — an estimated $60K sold.

Innovative Asset Advisors Group first reported a position in WFC in Q1 2026 and held it in 1 quarter. The position peaked at $60K in Q1 2026. 2,741 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 754 Wells Fargo shares in Q2 2026, an estimated $60K.
  • Innovative Asset Advisors Group first reported a position in Wells Fargo in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Wells Fargo position peaked at $60K in Q1 2026.
  • 2,741 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.