IA
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Intellus Advisors’s Wells Fargo WFC Stock Holding History

Intellus 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 		$218K Buy
2,640
+99
+4% +$7.96K 0.03% 122
2026
Q1 		$202K Sell
2,541
-24
-0.9% -$2.06K 0.03% 118
2025
Q4 		$239K Buy
2,565
+125
+5% +$10.9K 0.03% 117
2025
Q3 		$205K Buy
+2,440
New +$198K 0.03% 127

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

Intellus Advisors's WFC Position: Q2 2026 in Review

Intellus Advisors increased its Wells Fargo (WFC) stake by 3.9% in Q2 2026, buying an estimated $7.96K and bringing the position to 2,640 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #122.

Intellus Advisors first reported a position in WFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $239K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Intellus Advisors held 2,640 shares of Wells Fargo worth $218K as of Q2 2026.
  • Intellus Advisors bought 99 Wells Fargo shares in Q2 2026, an estimated $7.96K.
  • Wells Fargo made up 0.03% of Intellus Advisors's portfolio in Q2 2026, its #122 holding.
  • Intellus Advisors first reported a position in Wells Fargo in Q3 2025 and has held it in 4 quarters since.
  • Intellus Advisors's Wells Fargo position peaked at $239K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.