JWCA
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J.W. Cole Advisors’s Wells Fargo WFC Stock Holding History

J.W. Cole 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 		$8.38M Buy
+101,411
New +$8.15M 0.14% 148
2026
Q1 		– Sell
-101,991
Closed -$7.86M – 1487
2025
Q4 		$7.86M Buy
101,991
+2,507
+3% +$218K 0.19% 110
2025
Q3 		$8.34M Sell
99,484
-2,894
-3% -$235K 0.16% 127
2025
Q2 		$8.2M Buy
102,378
+18,995
+23% +$1.37M 0.17% 124
2025
Q1 		$5.99M Buy
83,383
+42,648
+105% +$3.2M 0.19% 119
2024
Q4 		$2.86M Buy
40,735
+1,754
+4% +$120K 0.12% 174
2024
Q3 		$2.2M Buy
38,981
+7,276
+23% +$412K 0.09% 224
2024
Q2 		$1.88M Buy
31,705
+1,551
+5% +$91.6K 0.09% 221
2024
Q1 		$1.75M Sell
30,154
-1,136
-4% -$59.4K 0.09% 234
2023
Q4 		$1.54M Buy
31,290
+349
+1% +$15.1K 0.09% 232
2023
Q3 		$1.26M Sell
30,941
-32
-0.1% -$1.38K 0.09% 218
2023
Q2 		$1.32M Buy
30,973
+5,897
+24% +$237K 0.09% 224
2023
Q1 		$937K Buy
25,076
+2,888
+13% +$126K 0.07% 303
2022
Q4 		$916K Buy
22,188
+1,768
+9% +$78.3K 0.07% 281
2022
Q3 		$821K Sell
20,420
-1,502
-7% -$64.5K 0.07% 290
2022
Q2 		$859K Sell
21,922
-7,544
-26% -$331K 0.07% 288
2022
Q1 		$1.43M Sell
29,466
-4,126
-12% -$221K 0.1% 229
2021
Q4 		$1.61M Buy
33,592
+2
+0% +$98 0.1% 214
2021
Q3 		$1.56M Sell
33,590
-1,339
-4% -$62K 0.11% 127
2021
Q2 		$1.58M Buy
34,929
+2,667
+8% +$119K 0.12% 191
2021
Q1 		$1.26M Buy
32,262
+7,691
+31% +$272K 0.12% 204
2020
Q4 		$742K Sell
24,571
-80,922
-77% -$2.09M 0.08% 268
2020
Q3 		$2.48M Buy
105,493
+91,757
+668% +$2.26M 0.19% 122
2020
Q2 		$352K Buy
+13,736
New +$376K 0.05% 250
2020
Q1 		– Sell
-7,742
Closed -$417K – 512
2019
Q4 		$417K Buy
+7,742
New +$405K 0.05% 341

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Handelsbanken Fonder
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

J.W. Cole Advisors's WFC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 101,411 shares worth $8.38M. The stake represents 0.14% of the portfolio and ranks #148 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in WFC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in WFC in Q4 2019 and has held it in 25 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • J.W. Cole Advisors held 101,411 shares of Wells Fargo worth $8.38M as of Q2 2026.
  • Wells Fargo was a new J.W. Cole Advisors position in Q2 2026.
  • Wells Fargo made up 0.14% of J.W. Cole Advisors's portfolio in Q2 2026, its #148 holding.
  • J.W. Cole Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 25 quarters since.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.