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Investment Research & Advisory Group’s Wells Fargo WFC Stock Holding History

Investment Research & 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 		$102K Buy
1,230
+1
+0.1% +$80 0.03% 102
2026
Q1 		$104K Buy
1,229
+2
+0.2% +$172 0.04% 95
2025
Q4 		$120K Buy
1,227
+1
+0.1% +$87 0.04% 88
2025
Q3 		$108K Buy
1,226
+1
+0.1% +$81 0.04% 88
2025
Q2 		$98.1K Hold
1,225
– – 0.04% 85
2025
Q1 		$87.9K Hold
1,225
– – 0.04% 96
2024
Q4 		$86K Hold
1,225
– – 0.04% 92
2024
Q3 		$69.2K Hold
1,225
– – 0.03% 91
2024
Q2 		$72.8K Hold
1,225
– – 0.03% 87
2024
Q1 		$71K Hold
1,225
– – 0.03% 89
2023
Q4 		$60.3K Hold
1,225
– – 0.03% 90
2023
Q3 		$50.1K Hold
1,225
– – 0.03% 97
2023
Q2 		$52.3K Hold
1,225
– – 0.03% 101
2023
Q1 		$45.8K Hold
1,225
– – 0.03% 96
2022
Q4 		$50.6K Sell
1,225
-120
-9% -$5.31K 0.03% 93
2022
Q3 		$54K Hold
1,345
– – 0.04% 91
2022
Q2 		$53K Sell
1,345
-175
-12% -$7.68K 0.04% 93
2022
Q1 		$74K Buy
1,520
+120
+9% +$6.42K 0.05% 97
2021
Q4 		$67K Buy
1,400
+1,000
+250% +$49.2K 0.04% 101
2021
Q3 		$19K Hold
400
– – 0.01% 122
2021
Q2 		$18K Hold
400
– – 0.01% 129
2021
Q1 		$16K Hold
400
– – 0.01% 121
2020
Q4 		$12K Hold
400
– – 0.01% 126
2020
Q3 		$9K Hold
400
– – 0.01% 131
2020
Q2 		$10K Hold
400
– – 0.01% 129
2020
Q1 		$11K Buy
+400
New +$17K 0.01% 123

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Investment Research & Advisory Group increased its Wells Fargo (WFC) stake by 0.08% in Q2 2026, buying an estimated $80 and bringing the position to 1,230 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #102.

Investment Research & Advisory Group first reported a position in WFC in Q1 2020 and has held it in 26 quarters since. The position peaked at $120K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Investment Research & Advisory Group held 1,230 shares of Wells Fargo worth $102K as of Q2 2026.
  • Investment Research & Advisory Group bought 1 Wells Fargo share in Q2 2026, an estimated $80.
  • Wells Fargo made up 0.03% of Investment Research & Advisory Group's portfolio in Q2 2026, its #102 holding.
  • Investment Research & Advisory Group first reported a position in Wells Fargo in Q1 2020 and has held it in 26 quarters since.
  • Investment Research & Advisory Group's Wells Fargo position peaked at $120K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.