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Motive Wealth Advisors’s Wells Fargo WFC Stock Holding History

Motive 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 		$284K Sell
3,434
-195
-5% -$15.7K 0.12% 78
2026
Q1 		$289K Sell
3,629
-40
-1% -$3.44K 0.14% 65
2025
Q4 		$342K Buy
3,669
+5
+0.1% +$434 0.15% 59
2025
Q3 		$307K Buy
3,664
+9
+0.2% +$730 0.13% 61
2025
Q2 		$293K Buy
3,655
+129
+4% +$9.3K 0.13% 61
2025
Q1 		$253K Buy
3,526
+93
+3% +$6.98K 0.14% 58
2024
Q4 		$241K Buy
+3,433
New +$234K 0.13% 64

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
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

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

Motive Wealth Advisors reduced its Wells Fargo (WFC) stake by 5.4% in Q2 2026, selling an estimated $15.7K and leaving 3,434 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #78.

Motive Wealth Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $342K in Q4 2025. 692 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Motive Wealth Advisors held 3,434 shares of Wells Fargo worth $284K as of Q2 2026.
  • Motive Wealth Advisors sold 195 Wells Fargo shares in Q2 2026, an estimated $15.7K.
  • Wells Fargo made up 0.12% of Motive Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Motive Wealth Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Motive Wealth Advisors's Wells Fargo position peaked at $342K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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