NWF Advisory Services’s Wells Fargo WFC Stock Holding History

NWF Advisory Services’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 Q3	$1.61M	Sell	20,122 -1,449	-7%	-$125K	0.15%	109
2026 Q2	$1.78M	Sell	21,571 -855	-4%	-$68.7K	0.17%	98
2026 Q1	$1.79M	Sell	22,426 -6,219	-22%	-$534K	0.2%	90
2025 Q4	$2.67M	Sell	28,645 -7,747	-21%	-$673K	0.3%	68
2025 Q3	$3.05M	Sell	36,392 -3,733	-9%	-$303K	0.33%	69
2025 Q2	$3.21M	Buy	40,125 +550	+1%	+$39.7K	0.38%	58
2025 Q1	$2.84M	Sell	39,575 -3,244	-8%	-$244K	0.4%	56
2024 Q4	$3.01M	Sell	42,819 -2,947	-6%	-$201K	0.44%	47
2024 Q3	$2.59M	Sell	45,766 -17,767	-28%	-$1M	0.38%	59
2024 Q2	$3.77M	Sell	63,533 -4,908	-7%	-$290K	0.6%	42
2024 Q1	$3.97M	Sell	68,441 -14,698	-18%	-$769K	0.66%	39
2023 Q4	$4.09M	Sell	83,139 -1,984	-2%	-$85.6K	0.81%	31
2023 Q3	$3.48M	Sell	85,123 -7,271	-8%	-$314K	0.82%	31
2023 Q2	$3.94M	Hold	92,394	–	–	0.91%	25
2023 Q1	$3.94M	Buy	+92,394	New	+$4.03M	0.91%	25

Other funds holding WFC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

NWF Advisory Services's WFC Position: Q3 2026 in Review

NWF Advisory Services reduced its Wells Fargo (WFC) stake by 6.7% in Q3 2026, selling an estimated $125K and leaving 20,122 shares worth $1.61M. The position accounts for 0.15% of the portfolio, ranked #109.

NWF Advisory Services first reported a position in WFC in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.09M in Q4 2023. 544 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

NWF Advisory Services held 20,122 shares of Wells Fargo worth $1.61M as of Q3 2026.
NWF Advisory Services sold 1,449 Wells Fargo shares in Q3 2026, an estimated $125K.
Wells Fargo made up 0.15% of NWF Advisory Services's portfolio in Q3 2026, its #109 holding.
NWF Advisory Services first reported a position in Wells Fargo in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's Wells Fargo position peaked at $4.09M in Q4 2023.
544 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.