NBZ Investment Advisors’s Wells Fargo WFC Stock Holding History

NBZ Investment 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	$928K	Hold	11,234	–	–	0.36%	29
2026 Q1	$894K	Hold	11,234	–	–	0.39%	28
2025 Q4	$1.05M	Sell	11,234 -39	-0.3%	-$3.39K	0.46%	26
2025 Q3	$945K	Hold	11,273	–	–	0.49%	24
2025 Q2	$903K	Hold	11,273	–	–	0.51%	28
2025 Q1	$809K	Sell	11,273 -45	-0.4%	-$3.38K	0.47%	27
2024 Q4	$795K	Buy	+11,318	New	+$773K	0.44%	25

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

NBZ Investment Advisors's WFC Position: Q2 2026 in Review

NBZ Investment Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 11,234 shares worth $928K. The position accounts for 0.36% of the portfolio, ranked #29.

NBZ Investment Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

NBZ Investment Advisors held 11,234 shares of Wells Fargo worth $928K as of Q2 2026.
NBZ Investment Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.36% of NBZ Investment Advisors's portfolio in Q2 2026, its #29 holding.
NBZ Investment Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
NBZ Investment Advisors's Wells Fargo position peaked at $1.05M in Q4 2025.
2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.