Lifelong Wealth Advisors’s Wells Fargo WFC Stock Holding History

Lifelong 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	$303K	Buy	3,664 +17	+0.5%	+$1.37K	0.07%	82
2026 Q1	$290K	Buy	3,647 +2	+0.1%	+$172	0.08%	76
2025 Q4	$340K	Buy	3,645 +15	+0.4%	+$1.3K	0.09%	68
2025 Q3	$304K	Hold	3,630	–	–	0.09%	65
2025 Q2	$291K	Buy	3,630 +104	+3%	+$7.5K	0.1%	63
2025 Q1	$253K	Buy	+3,526	New	+$265K	0.12%	61

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 $3.37T AUM 44.26% 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

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

Lifelong Wealth Advisors increased its Wells Fargo (WFC) stake by 0.47% in Q2 2026, buying an estimated $1.37K and bringing the position to 3,664 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #82.

Lifelong Wealth Advisors first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $340K in Q4 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lifelong Wealth Advisors held 3,664 shares of Wells Fargo worth $303K as of Q2 2026.
Lifelong Wealth Advisors bought 17 Wells Fargo shares in Q2 2026, an estimated $1.37K.
Wells Fargo made up 0.07% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Lifelong Wealth Advisors first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
Lifelong Wealth Advisors's Wells Fargo position peaked at $340K in Q4 2025.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.