Investor's Fiduciary Advisor Network’s Wells Fargo WFC Stock Holding History

Investor's Fiduciary Advisor Network’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	$770K	Sell	9,323 -257	-3%	-$20.7K	0.26%	90
2026 Q1	$762K	Buy	9,580 +42	+0.4%	+$3.61K	0.23%	112
2025 Q4	$888K	Buy	9,538 +981	+11%	+$85.2K	0.19%	120
2025 Q3	$717K	Buy	8,557 +20	+0.2%	+$1.62K	0.24%	104
2025 Q2	$683K	Buy	+8,537	New	+$616K	0.25%	100
2025 Q1	–	Sell	-9,004	Closed	-$632K	–	205
2024 Q4	$632K	Buy	+9,004	New	+$615K	0.24%	99

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

Investor's Fiduciary Advisor Network's WFC Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Wells Fargo (WFC) stake by 2.7% in Q2 2026, selling an estimated $20.7K and leaving 9,323 shares worth $770K. The position accounts for 0.26% of the portfolio, ranked #90.

Investor's Fiduciary Advisor Network first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $888K in Q4 2025. 2,882 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Investor's Fiduciary Advisor Network held 9,323 shares of Wells Fargo worth $770K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 257 Wells Fargo shares in Q2 2026, an estimated $20.7K.
Wells Fargo made up 0.26% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #90 holding.
Investor's Fiduciary Advisor Network first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
Investor's Fiduciary Advisor Network's Wells Fargo position peaked at $888K in Q4 2025.
2,882 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.