International Private Wealth Advisors’s Wells Fargo WFC Stock Holding History

International Private Wealth 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	$256K	Buy	3,104 +3	+0.1%	+$241	0.13%	146
2026 Q1	$247K	Buy	3,101 +36	+1%	+$3.09K	0.15%	140
2025 Q4	$286K	Hold	3,065	–	–	0.18%	121
2025 Q3	$257K	Sell	3,065 -4	-0.1%	-$324	0.16%	142
2025 Q2	$246K	Buy	+3,069	New	+$221K	0.21%	140
2024 Q1	–	Sell	-8,461	Closed	-$416K	–	140
2023 Q4	$416K	Buy	+8,461	New	+$365K	0.41%	45

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

International Private Wealth Advisors's WFC Position: Q2 2026 in Review

International Private Wealth Advisors increased its Wells Fargo (WFC) stake by 0.1% in Q2 2026, buying an estimated $241 and bringing the position to 3,104 shares worth $256K. The position accounts for 0.13% of the portfolio, ranked #146.

International Private Wealth Advisors first reported a position in WFC in Q4 2023 and has held it in 6 quarters since. The position peaked at $416K in Q4 2023. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

International Private Wealth Advisors held 3,104 shares of Wells Fargo worth $256K as of Q2 2026.
International Private Wealth Advisors bought 3 Wells Fargo shares in Q2 2026, an estimated $241.
Wells Fargo made up 0.13% of International Private Wealth Advisors's portfolio in Q2 2026, its #146 holding.
International Private Wealth Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 6 quarters since.
International Private Wealth Advisors's Wells Fargo position peaked at $416K in Q4 2023.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.