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Moss Adams Wealth Advisors’s Wells Fargo WFC Stock Holding History

Moss Adams 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 		$1.21M Buy
14,681
+2,903
+25% +$233K 0.08% 81
2026
Q1 		$938K Sell
11,778
-270
-2% -$23.2K 0.07% 89
2025
Q4 		$1.12M Buy
12,048
+117
+1% +$10.2K 0.08% 75
2025
Q3 		$1M Buy
11,931
+342
+3% +$27.7K 0.08% 76
2025
Q2 		$929K Sell
11,589
-137
-1% -$9.88K 0.08% 86
2025
Q1 		$842K Sell
11,726
-674
-5% -$50.6K 0.09% 76
2024
Q4 		$871K Buy
12,400
+1,692
+16% +$116K 0.09% 69
2024
Q3 		$605K Buy
10,708
+3,344
+45% +$189K 0.07% 86
2024
Q2 		$437K Buy
7,364
+1,830
+33% +$108K 0.06% 93
2024
Q1 		$321K Buy
+5,534
New +$290K 0.05% 102

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Moss Adams Wealth Advisors's WFC Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Wells Fargo (WFC) stake by 25% in Q2 2026, buying an estimated $233K and bringing the position to 14,681 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #81.

Moss Adams Wealth Advisors first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. 1,003 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Moss Adams Wealth Advisors held 14,681 shares of Wells Fargo worth $1.21M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 2,903 Wells Fargo shares in Q2 2026, an estimated $233K.
  • Wells Fargo made up 0.08% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Moss Adams Wealth Advisors first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.