IDA
WFC icon

Intelligence Driven Advisers’s Wells Fargo WFC Stock Holding History

Intelligence Driven Advisers’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 		$843K Sell
10,530
-22
-0.2% -$1.9K 0.15% 56
2026
Q2 		$872K Sell
10,552
-1,306
-11% -$105K 0.14% 57
2026
Q1 		$944K Sell
11,858
-1,532
-11% -$132K 0.16% 48
2025
Q4 		$1.25M Buy
13,390
+696
+5% +$60.4K 0.18% 45
2025
Q3 		$1.06M Buy
12,694
+889
+8% +$72.1K 0.15% 46
2025
Q2 		$946K Buy
11,805
+3,861
+49% +$278K 0.14% 48
2025
Q1 		$570K Sell
7,944
-341
-4% -$25.6K 0.11% 52
2024
Q4 		$582K Buy
8,285
+106
+1% +$7.24K 0.11% 51
2024
Q3 		$462K Buy
8,179
+794
+11% +$44.9K 0.07% 67
2024
Q2 		$439K Buy
+7,385
New +$436K 0.06% 68
2023
Q4 		– Sell
-5,522
Closed -$215K – 105
2023
Q3 		$215K Buy
5,522
+740
+15% +$31.9K 0.04% 78
2023
Q2 		$205K Sell
4,782
-2,014
-30% -$81.1K 0.04% 90
2023
Q1 		$251K Buy
6,796
+591
+10% +$25.8K 0.05% 78
2022
Q4 		$266K Buy
6,205
+432
+7% +$19.1K 0.05% 80
2022
Q3 		$244K Buy
+5,773
New +$248K 0.05% 96
2022
Q1 		– Sell
-3,881
Closed -$208K – 98
2021
Q4 		$208K Buy
+3,881
New +$191K 0.04% 84

Other funds holding WFC

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Intelligence Driven Advisers's WFC Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its Wells Fargo (WFC) stake by 0.21% in Q3 2026, selling an estimated $1.9K and leaving 10,530 shares worth $843K. The position accounts for 0.15% of the portfolio, ranked #56.

Intelligence Driven Advisers first reported a position in WFC in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.25M in Q4 2025. 152 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Intelligence Driven Advisers held 10,530 shares of Wells Fargo worth $843K as of Q3 2026.
  • Intelligence Driven Advisers sold 22 Wells Fargo shares in Q3 2026, an estimated $1.9K.
  • Wells Fargo made up 0.15% of Intelligence Driven Advisers's portfolio in Q3 2026, its #56 holding.
  • Intelligence Driven Advisers first reported a position in Wells Fargo in Q4 2021 and has held it in 16 quarters since.
  • Intelligence Driven Advisers's Wells Fargo position peaked at $1.25M in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.