IAG
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Investment Advisory Group’s Wells Fargo WFC Stock Holding History

Investment Advisory Group’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 		$337K Buy
4,072
+196
+5% +$15.8K 0.07% 157
2026
Q1 		$309K Sell
3,876
-103
-3% -$8.85K 0.08% 145
2025
Q4 		$371K Sell
3,979
-38
-0.9% -$3.3K 0.1% 130
2025
Q3 		$337K Buy
4,017
+6
+0.1% +$487 0.09% 137
2025
Q2 		$321K Buy
4,011
+804
+25% +$58K 0.1% 133
2025
Q1 		$230K Buy
3,207
+1
+0% +$75 0.08% 151
2024
Q4 		$225K Sell
3,206
-2,770
-46% -$189K 0.08% 152
2024
Q3 		$338K Buy
5,976
+93
+2% +$5.26K 0.12% 120
2024
Q2 		$349K Buy
5,883
+21
+0.4% +$1.24K 0.14% 107
2024
Q1 		$340K Buy
5,862
+15
+0.3% +$785 0.14% 109
2023
Q4 		$288K Buy
5,847
+104
+2% +$4.49K 0.13% 112
2023
Q3 		$235K Buy
5,743
+82
+1% +$3.54K 0.12% 119
2023
Q2 		$242K Sell
5,661
-511
-8% -$20.6K 0.12% 120
2023
Q1 		$231K Buy
6,172
+1
+0% +$44 0.13% 120
2022
Q4 		$255K Sell
6,171
-72
-1% -$3.19K 0.16% 111
2022
Q3 		$251K Buy
6,243
+1
+0% +$43 0.17% 100
2022
Q2 		$244K Buy
6,242
+1
+0% +$44 0.17% 104
2022
Q1 		$303K Sell
6,241
-600
-9% -$32.1K 0.18% 94
2021
Q4 		$404K Buy
+6,841
New +$337K 0.26% 72

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

Investment Advisory Group's WFC Position: Q2 2026 in Review

Investment Advisory Group increased its Wells Fargo (WFC) stake by 5.1% in Q2 2026, buying an estimated $15.8K and bringing the position to 4,072 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #157.

Investment Advisory Group first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $404K in Q4 2021. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Investment Advisory Group held 4,072 shares of Wells Fargo worth $337K as of Q2 2026.
  • Investment Advisory Group bought 196 Wells Fargo shares in Q2 2026, an estimated $15.8K.
  • Wells Fargo made up 0.07% of Investment Advisory Group's portfolio in Q2 2026, its #157 holding.
  • Investment Advisory Group first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's Wells Fargo position peaked at $404K in Q4 2021.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.