Integrated Advisors Network
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Integrated Advisors Network’s Wells Fargo WFC Stock Holding History

Integrated Advisors Network’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
Q3 		$3.43M Sell
42,813
-645
-1% -$55.8K 0.16% 139
2026
Q2 		$3.59M Buy
43,458
+18,880
+77% +$1.52M 0.17% 140
2026
Q1 		$1.96M Buy
24,578
+2,827
+13% +$243K 0.1% 203
2025
Q4 		$2.03M Sell
21,751
-3,035
-12% -$263K 0.09% 225
2025
Q3 		$2.08M Buy
24,786
+1,290
+5% +$105K 0.09% 237
2025
Q2 		$1.88M Buy
23,496
+59
+0.3% +$4.25K 0.09% 247
2025
Q1 		$1.68M Sell
23,437
-32
-0.1% -$2.4K 0.08% 230
2024
Q4 		$1.65M Sell
23,469
-6,178
-21% -$422K 0.08% 229
2024
Q3 		$1.67M Sell
29,647
-219
-0.7% -$12.4K 0.08% 238
2024
Q2 		$1.77M Sell
29,866
-870
-3% -$51.4K 0.09% 212
2024
Q1 		$1.78M Buy
30,736
+2,565
+9% +$134K 0.09% 220
2023
Q4 		$1.39M Buy
28,171
+1,637
+6% +$70.6K 0.08% 240
2023
Q3 		$1.08M Sell
26,534
-916
-3% -$39.5K 0.07% 263
2023
Q2 		$1.17M Sell
27,450
-2,183
-7% -$87.9K 0.07% 257
2023
Q1 		$1.11M Buy
29,633
+1,645
+6% +$71.7K 0.07% 272
2022
Q4 		$1.16M Sell
27,988
-2,333
-8% -$103K 0.07% 261
2022
Q3 		$1.22M Buy
30,321
+901
+3% +$38.7K 0.08% 242
2022
Q2 		$1.15M Buy
29,420
+7,049
+32% +$309K 0.08% 258
2022
Q1 		$1.08M Buy
22,371
+2,511
+13% +$134K 0.06% 288
2021
Q4 		$953K Buy
19,860
+3,038
+18% +$150K 0.06% 296
2021
Q3 		$781K Sell
16,822
-1,467
-8% -$67.9K 0.05% 316
2021
Q2 		$828K Sell
18,289
-211
-1% -$9.42K 0.06% 259
2021
Q1 		$723K Buy
18,500
+4,403
+31% +$156K 0.07% 254
2020
Q4 		$425K Sell
14,097
-5,939
-30% -$154K 0.05% 312
2020
Q3 		$471K Sell
20,036
-43,866
-69% -$1.08M 0.06% 265
2020
Q2 		$1.64M Buy
63,902
+44,749
+234% +$1.22M 0.19% 141
2020
Q1 		$550K Sell
19,153
-2,762
-13% -$117K 0.11% 178
2019
Q4 		$1.18M Buy
+21,915
New +$1.15M 0.16% 170

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Integrated Advisors Network's WFC Position: Q3 2026 in Review

Integrated Advisors Network reduced its Wells Fargo (WFC) stake by 1.5% in Q3 2026, selling an estimated $55.8K and leaving 42,813 shares worth $3.43M. The position accounts for 0.16% of the portfolio, ranked #139.

Integrated Advisors Network first reported a position in WFC in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.59M in Q2 2026. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Integrated Advisors Network held 42,813 shares of Wells Fargo worth $3.43M as of Q3 2026.
  • Integrated Advisors Network sold 645 Wells Fargo shares in Q3 2026, an estimated $55.8K.
  • Wells Fargo made up 0.16% of Integrated Advisors Network's portfolio in Q3 2026, its #139 holding.
  • Integrated Advisors Network first reported a position in Wells Fargo in Q4 2019 and has held it in 28 quarters since.
  • Integrated Advisors Network's Wells Fargo position peaked at $3.59M in Q2 2026.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.