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Insight Advisors’s Wells Fargo WFC Stock Holding History

Insight 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 		$2.01M Sell
24,317
-60
-0.2% -$4.82K 0.35% 38
2026
Q1 		$1.94M Buy
24,377
+118
+0.5% +$10.1K 0.37% 36
2025
Q4 		$2.26M Buy
24,259
+148
+0.6% +$12.8K 0.34% 48
2025
Q3 		$2.02M Buy
24,111
+13
+0.1% +$1.05K 0.31% 54
2025
Q2 		$1.93M Buy
24,098
+25
+0.1% +$1.8K 0.31% 52
2025
Q1 		$1.73M Buy
24,073
+125
+0.5% +$9.38K 0.3% 53
2024
Q4 		$1.69M Sell
23,948
-66
-0.3% -$4.51K 0.28% 59
2024
Q3 		$1.36M Sell
24,014
-18
-0.1% -$1.02K 0.23% 71
2024
Q2 		$1.43M Buy
24,032
+110
+0.5% +$6.49K 0.26% 68
2024
Q1 		$1.39M Buy
23,922
+75
+0.3% +$3.92K 0.27% 67
2023
Q4 		$1.17M Buy
23,847
+45
+0.2% +$1.94K 0.25% 65
2023
Q3 		$973K Sell
23,802
-124
-0.5% -$5.35K 0.22% 78
2023
Q2 		$1.02M Sell
23,926
-166
-0.7% -$6.68K 0.23% 73
2023
Q1 		$901K Sell
24,092
-474
-2% -$20.7K 0.21% 80
2022
Q4 		$1.03M Sell
24,566
-99
-0.4% -$4.38K 0.36% 68
2022
Q3 		$992K Hold
24,665
– – 0.39% 65
2022
Q2 		$1.05M Buy
24,665
+167
+0.7% +$7.33K 0.36% 74
2022
Q1 		$1.19M Buy
24,498
+37
+0.2% +$1.98K 0.36% 77
2021
Q4 		$1.17M Sell
24,461
-214
-0.9% -$10.5K 0.35% 75
2021
Q3 		$1.25M Buy
24,675
+64
+0.3% +$2.96K 0.37% 72
2021
Q2 		$1.13M Sell
24,611
-372
-1% -$16.6K 0.35% 72
2021
Q1 		$1.13M Sell
24,983
-3
-0% -$106 0.36% 71
2020
Q4 		$754K Buy
+24,986
New +$647K 0.29% 95

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 $3.37T 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

Insight Advisors's WFC Position: Q2 2026 in Review

Insight Advisors reduced its Wells Fargo (WFC) stake by 0.25% in Q2 2026, selling an estimated $4.82K and leaving 24,317 shares worth $2.01M. The position accounts for 0.35% of the portfolio, ranked #38.

Insight Advisors first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.26M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Insight Advisors held 24,317 shares of Wells Fargo worth $2.01M as of Q2 2026.
  • Insight Advisors sold 60 Wells Fargo shares in Q2 2026, an estimated $4.82K.
  • Wells Fargo made up 0.35% of Insight Advisors's portfolio in Q2 2026, its #38 holding.
  • Insight Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's Wells Fargo position peaked at $2.26M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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