JWA
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JFS Wealth Advisors’s Wells Fargo WFC Stock Holding History

JFS Wealth 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 		$501K Sell
6,059
-347
-5% -$27.9K 0.03% 227
2026
Q1 		$510K Buy
6,406
+61
+1% +$5.24K 0.03% 223
2025
Q4 		$591K Sell
6,345
-1,634
-20% -$142K 0.03% 211
2025
Q3 		$669K Sell
7,979
-2,877
-27% -$233K 0.04% 194
2025
Q2 		$870K Buy
10,856
+240
+2% +$17.3K 0.06% 160
2025
Q1 		$762K Sell
10,616
-454
-4% -$34.1K 0.05% 161
2024
Q4 		$778K Sell
11,070
-186
-2% -$12.7K 0.05% 158
2024
Q3 		$636K Sell
11,256
-3,306
-23% -$187K 0.04% 178
2024
Q2 		$865K Sell
14,562
-1,756
-11% -$104K 0.07% 123
2024
Q1 		$946K Buy
16,318
+34
+0.2% +$1.78K 0.08% 120
2023
Q4 		$801K Sell
16,284
-299
-2% -$12.9K 0.07% 117
2023
Q3 		$678K Buy
16,583
+119
+0.7% +$5.14K 0.06% 131
2023
Q2 		$703K Buy
16,464
+29
+0.2% +$1.17K 0.06% 134
2023
Q1 		$614K Sell
16,435
-53
-0.3% -$2.31K 0.06% 138
2022
Q4 		$681K Buy
16,488
+5,952
+56% +$263K 0.07% 135
2022
Q3 		$424K Sell
10,536
-2,080
-16% -$89.4K 0.05% 157
2022
Q2 		$494K Sell
12,616
-1,186
-9% -$52K 0.05% 147
2022
Q1 		$669K Buy
13,802
+154
+1% +$8.24K 0.06% 141
2021
Q4 		$655K Buy
13,648
+157
+1% +$7.73K 0.06% 144
2021
Q3 		$626K Buy
13,491
+155
+1% +$7.17K 0.06% 137
2021
Q2 		$604K Sell
13,336
-1,756
-12% -$78.4K 0.09% 103
2021
Q1 		$590K Buy
15,092
+1,500
+11% +$53.1K 0.12% 92
2020
Q4 		$410K Hold
13,592
– – 0.09% 105
2020
Q3 		$320K Buy
13,592
+6,240
+85% +$154K 0.08% 106
2020
Q2 		$188K Buy
7,352
+2,809
+62% +$76.9K 0.05% 140
2020
Q1 		$130K Buy
4,543
+3,103
+215% +$132K 0.04% 152
2019
Q4 		$77K Hold
1,440
– – 0.02% 213
2019
Q3 		$73K Hold
1,440
– – 0.02% 217
2019
Q2 		$68K Hold
1,440
– – 0.02% 220
2019
Q1 		$70K Buy
1,440
+288
+25% +$14.2K 0.02% 208
2018
Q4 		$53K Sell
1,152
-2,543
-69% -$130K 0.01% 225
2018
Q3 		$194K Sell
3,695
-160
-4% -$9.13K 0.05% 141
2018
Q2 		$214K Sell
3,855
-179
-4% -$9.59K 0.06% 136
2018
Q1 		$211K Sell
4,034
-1,006
-20% -$59.8K 0.06% 136
2017
Q4 		$306K Sell
5,040
-1,695
-25% -$95.7K 0.07% 108
2017
Q3 		$371K Sell
6,735
-204
-3% -$10.8K 0.1% 99
2017
Q2 		$384K Sell
6,939
-1,211
-15% -$64.9K 0.11% 90
2017
Q1 		$449K Hold
8,150
– – 0.12% 87
2016
Q4 		$449K Sell
8,150
-1,477
-15% -$74.3K 0.12% 87
2016
Q3 		$426K Sell
9,627
-10,578
-52% -$506K 0.12% 88
2016
Q2 		$956K Buy
20,205
+12,873
+176% +$628K 0.26% 70
2016
Q1 		$355K Buy
7,332
+1,566
+27% +$76.7K 0.1% 96
2015
Q4 		$313K Buy
5,766
+3,002
+109% +$163K 0.09% 106
2015
Q3 		$142K Buy
+2,764
New +$152K 0.06% 131
2014
Q2 		– Sell
-5,514
Closed -$274K – 489
2014
Q1 		$274K Buy
5,514
+237
+4% +$11K 0.15% 92
2013
Q4 		$240K Sell
5,277
-627
-11% -$27.1K 0.1% 112
2013
Q3 		$244K Buy
+5,904
New +$252K 0.11% 106

Other funds holding WFC

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

JFS Wealth Advisors's WFC Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Wells Fargo (WFC) stake by 5.4% in Q2 2026, selling an estimated $27.9K and leaving 6,059 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #227.

JFS Wealth Advisors first reported a position in WFC in Q3 2013 and has held it in 47 quarters since. The position peaked at $956K in Q2 2016. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • JFS Wealth Advisors held 6,059 shares of Wells Fargo worth $501K as of Q2 2026.
  • JFS Wealth Advisors sold 347 Wells Fargo shares in Q2 2026, an estimated $27.9K.
  • Wells Fargo made up 0.03% of JFS Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • JFS Wealth Advisors first reported a position in Wells Fargo in Q3 2013 and has held it in 47 quarters since.
  • JFS Wealth Advisors's Wells Fargo position peaked at $956K in Q2 2016.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.