Marshall & Sterling Wealth Advisors’s Wells Fargo WFC Stock Holding History

Marshall & Sterling 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	$44.2K	Hold	535	–	–	0.03%	159
2026 Q1	$42.6K	Hold	535	–	–	0.03%	152
2025 Q4	$49.9K	Sell	535 -179	-25%	-$15.5K	0.03%	141
2025 Q3	$59.8K	Sell	714 -45	-6%	-$3.65K	0.04%	157
2025 Q2	$60.8K	Buy	759 +1	+0.1%	+$72	0.04%	140
2025 Q1	$54.4K	Buy	758 +223	+42%	+$16.7K	0.04%	145
2024 Q4	$37.6K	Buy	+535	New	+$36.5K	0.03%	150

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 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

Marshall & Sterling Wealth Advisors's WFC Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 535 shares worth $44.2K. The position accounts for 0.03% of the portfolio, ranked #159.

Marshall & Sterling Wealth Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.8K in Q2 2025. 702 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Marshall & Sterling Wealth Advisors held 535 shares of Wells Fargo worth $44.2K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #159 holding.
Marshall & Sterling Wealth Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Wells Fargo position peaked at $60.8K in Q2 2025.
702 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.