Mount Yale Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.05M | Buy |
109,477
+30,271
| +38% | +$2.43M | 0.17% | 142 |
|
|
2026
Q1 | $6.31M | Buy |
79,206
+63,614
| +408% | +$5.46M | 0.15% | 157 |
|
|
2025
Q4 | $1.45M | Sell |
15,592
-30,709
| -66% | -$2.67M | 0.07% | 242 |
|
|
2025
Q3 | $3.88M | Buy |
46,301
+5,278
| +13% | +$428K | 0.27% | 84 |
|
|
2025
Q2 | $3.29M | Buy |
41,023
+7,813
| +24% | +$563K | 0.26% | 78 |
|
|
2025
Q1 | $2.38M | Buy |
33,210
+4,643
| +16% | +$349K | 0.2% | 104 |
|
|
2024
Q4 | $2.01M | Sell |
28,567
-4,415
| -13% | -$301K | 0.16% | 122 |
|
|
2024
Q3 | $1.86M | Sell |
32,982
-5,689
| -15% | -$322K | 0.18% | 123 |
|
|
2024
Q2 | $2.3M | Sell |
38,671
-1,738
| -4% | -$103K | 0.18% | 108 |
|
|
2024
Q1 | $2.34M | Sell |
40,409
-3,491
| -8% | -$183K | 0.18% | 113 |
|
|
2023
Q4 | $2.16M | Sell |
43,900
-12,130
| -22% | -$523K | 0.21% | 111 |
|
|
2023
Q3 | $2.29M | Sell |
56,030
-36
| -0.1% | -$1.55K | 0.25% | 96 |
|
|
2023
Q2 | $2.39M | Sell |
56,066
-772
| -1% | -$31.1K | 0.25% | 91 |
|
|
2023
Q1 | $2.12M | Buy |
56,838
+14,303
| +34% | +$623K | 0.24% | 101 |
|
|
2022
Q4 | $1.76M | Sell |
42,535
-12,571
| -23% | -$556K | 0.2% | 113 |
|
|
2022
Q3 | $2.22M | Buy |
55,106
+4,681
| +9% | +$201K | 0.29% | 81 |
|
|
2022
Q2 | $1.98M | Buy |
50,425
+2,336
| +5% | +$103K | 0.25% | 94 |
|
|
2022
Q1 | $2.33M | Sell |
48,089
-16,732
| -26% | -$896K | 0.25% | 91 |
|
|
2021
Q4 | $3.11M | Buy |
64,821
+9,322
| +17% | +$459K | 0.32% | 79 |
|
|
2021
Q3 | $2.58M | Buy |
55,499
+45,415
| +450% | +$2.1M | 0.3% | 81 |
|
|
2021
Q2 | $457K | Buy |
+10,084
| New | +$450K | 0.06% | 277 |
|
|
2020
Q2 | – | Sell |
-42,044
| Closed | -$1.21M | – | 365 |
|
|
2020
Q1 | $1.21M | Sell |
42,044
-6,696
| -14% | -$285K | 0.27% | 97 |
|
|
2019
Q4 | $2.29M | Buy |
48,740
+1,077
| +2% | +$56.4K | 0.4% | 55 |
|
|
2019
Q3 | $2.58M | Sell |
47,663
-261
| -0.5% | -$12.3K | 0.46% | 53 |
|
|
2019
Q2 | $2.19M | Buy |
47,924
+319
| +0.7% | +$14.9K | 0.41% | 61 |
|
|
2019
Q1 | $2.3M | Sell |
47,605
-3,683
| -7% | -$181K | 0.43% | 56 |
|
|
2018
Q4 | $2.44M | Sell |
51,288
-912
| -2% | -$46.7K | 0.5% | 47 |
|
|
2018
Q3 | $2.8M | Sell |
52,200
-380
| -0.7% | -$21.7K | 0.49% | 44 |
|
|
2018
Q2 | $2.92M | Buy |
52,580
+2,109
| +4% | +$113K | 0.55% | 42 |
|
|
2018
Q1 | $2.65M | Buy |
+50,471
| New | +$3M | 0.57% | 47 |
|
Other funds holding WFC
Mount Yale Investment Advisors's WFC Position: Q2 2026 in Review
Mount Yale Investment Advisors increased its Wells Fargo (WFC) stake by 38% in Q2 2026, buying an estimated $2.43M and bringing the position to 109,477 shares worth $9.05M. The position accounts for 0.17% of the portfolio, ranked #142.
Mount Yale Investment Advisors first reported a position in WFC in Q1 2018 and has held it in 30 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Mount Yale Investment Advisors held 109,477 shares of Wells Fargo worth $9.05M as of Q2 2026.
- Mount Yale Investment Advisors bought 30,271 Wells Fargo shares in Q2 2026, an estimated $2.43M.
- Wells Fargo made up 0.17% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #142 holding.
- Mount Yale Investment Advisors first reported a position in Wells Fargo in Q1 2018 and has held it in 30 quarters since.
- 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.