Laurel Wealth Advisors (North Carolina)’s Wells Fargo WFC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$2.12M	Buy	25,610 +140	+0.5%	+$11.3K	0.2%	83
2026 Q1	$1.93M	Buy	25,470 +749	+3%	+$64.3K	0.19%	89
2025 Q4	$2.3M	Sell	24,721 -164	-0.7%	-$14.2K	0.3%	75
2025 Q3	$2.09M	Buy	24,885 +250	+1%	+$20.3K	0.29%	78
2025 Q2	$1.97M	Buy	24,635 +300	+1%	+$21.6K	0.3%	78
2025 Q1	$1.75M	Buy	24,335 +13	+0.1%	+$976	0.27%	82
2024 Q4	$1.71M	Sell	24,322 -58	-0.2%	-$3.96K	0.27%	81
2024 Q3	$1.38M	Buy	24,380 +520	+2%	+$29.4K	0.22%	96
2024 Q2	$1.42M	Buy	23,860 +133	+0.6%	+$7.85K	0.25%	87
2024 Q1	$1.38M	Buy	23,727 +423	+2%	+$22.1K	0.23%	89
2023 Q4	$1.15M	Buy	23,304 +1,803	+8%	+$77.8K	0.22%	95
2023 Q3	$879K	Sell	21,501 -736	-3%	-$31.8K	0.19%	101
2023 Q2	$949K	Buy	22,237 +1,291	+6%	+$52K	0.19%	100
2023 Q1	$783K	Sell	20,946 -3,900	-16%	-$170K	0.17%	105
2022 Q4	$1.03M	Buy	24,846 +655	+3%	+$29K	0.23%	85
2022 Q3	$973K	Buy	24,191 +15	+0.1%	+$644	0.24%	86
2022 Q2	$947K	Buy	24,176 +47	+0.2%	+$2.06K	0.23%	85
2022 Q1	$1.17M	Sell	24,129 -200	-0.8%	-$10.7K	0.25%	86
2021 Q4	$1.17M	Hold	24,329	–	–	0.24%	87
2021 Q3	$1.13M	Sell	24,329 -350	-1%	-$16.2K	0.25%	83
2021 Q2	$1.12M	Buy	24,679 +3,149	+15%	+$141K	0.24%	86
2021 Q1	$841K	Sell	21,530 -3,280	-13%	-$116K	0.2%	94
2020 Q4	$749K	Sell	24,810 -15,799	-39%	-$409K	0.19%	93
2020 Q3	$955K	Sell	40,609 -6,943	-15%	-$171K	0.29%	77
2020 Q2	$1.22M	Sell	47,552 -9,162	-16%	-$251K	0.4%	67
2020 Q1	$1.63M	Buy	56,714 +17,332	+44%	+$737K	0.61%	56
2019 Q4	$2.12M	Sell	39,382 -450	-1%	-$23.6K	0.67%	50
2019 Q3	$2.01M	Buy	39,832 +1,043	+3%	+$49.1K	0.69%	46
2019 Q2	$1.84M	Sell	38,789 -4,675	-11%	-$219K	0.65%	46
2019 Q1	$2.1M	Buy	43,464 +136	+0.3%	+$6.69K	0.77%	43
2018 Q4	$2M	Buy	+43,328	New	+$2.22M	0.8%	38

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WFC Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Wells Fargo (WFC) stake by 0.55% in Q2 2026, buying an estimated $11.3K and bringing the position to 25,610 shares worth $2.12M. The position accounts for 0.2% of the portfolio, ranked #83.

Laurel Wealth Advisors (North Carolina) first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.3M in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 25,610 shares of Wells Fargo worth $2.12M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 140 Wells Fargo shares in Q2 2026, an estimated $11.3K.
Wells Fargo made up 0.2% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #83 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s Wells Fargo position peaked at $2.3M in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.