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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 2,871 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.
  • 2,871 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.