Investment Advisory Services’s Wells Fargo WFC Stock Holding History

Investment Advisory Services’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	$269K	Buy	3,260 +89	+3%	+$7.15K	0.08%	116
2026 Q1	$252K	Sell	3,171 -10	-0.3%	-$859	0.08%	112
2025 Q4	$296K	Buy	3,181 +161	+5%	+$14K	0.09%	95
2025 Q3	$253K	Buy	3,020 +12	+0.4%	+$973	0.08%	109
2025 Q2	$241K	Buy	3,008 +208	+7%	+$15K	0.08%	110
2025 Q1	$201K	Buy	+2,800	New	+$210K	0.07%	113

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Investment Advisory Services increased its Wells Fargo (WFC) stake by 2.8% in Q2 2026, buying an estimated $7.15K and bringing the position to 3,260 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #116.

Investment Advisory Services first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $296K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Investment Advisory Services held 3,260 shares of Wells Fargo worth $269K as of Q2 2026.
Investment Advisory Services bought 89 Wells Fargo shares in Q2 2026, an estimated $7.15K.
Wells Fargo made up 0.08% of Investment Advisory Services's portfolio in Q2 2026, its #116 holding.
Investment Advisory Services first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
Investment Advisory Services's Wells Fargo position peaked at $296K in Q4 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.