IIA
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Integral Investment Advisors’s Wells Fargo WFC Stock Holding History

Integral Investment 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 		$426K Hold
5,153
– – 0.09% 123
2026
Q1 		$410K Sell
5,153
-1,629
-24% -$140K 0.1% 118
2025
Q4 		$632K Buy
6,782
+2,244
+49% +$195K 0.16% 92
2025
Q3 		$380K Hold
4,538
– – 0.1% 111
2025
Q2 		$364K Hold
4,538
– – 0.1% 117
2025
Q1 		$326K Sell
4,538
-3,572
-44% -$268K 0.1% 123
2024
Q4 		$570K Sell
8,110
-1,773
-18% -$121K 0.18% 88
2024
Q3 		$558K Hold
9,883
– – 0.19% 93
2024
Q2 		$567K Buy
9,883
+751
+8% +$44.3K 0.21% 80
2024
Q1 		$526K Buy
9,132
+4,676
+105% +$245K 0.22% 83
2023
Q4 		$219K Buy
+4,456
New +$192K 0.14% 75

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

Integral Investment Advisors's WFC Position: Q2 2026 in Review

Integral Investment Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 5,153 shares worth $426K. The position accounts for 0.09% of the portfolio, ranked #123.

Integral Investment Advisors first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $632K in Q4 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Integral Investment Advisors held 5,153 shares of Wells Fargo worth $426K as of Q2 2026.
  • Integral Investment Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.09% of Integral Investment Advisors's portfolio in Q2 2026, its #123 holding.
  • Integral Investment Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Integral Investment Advisors's Wells Fargo position peaked at $632K in Q4 2025.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.