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Octavia Wealth Advisors’s Wells Fargo WFC Stock Holding History

Octavia 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 		– Sell
-3,955
Closed -$315K – 253
2026
Q1 		$315K Sell
3,955
-213
-5% -$18.3K 0.03% 178
2025
Q4 		$387K Sell
4,168
-6
-0.1% -$521 0.04% 159
2025
Q3 		$350K Buy
4,174
+717
+21% +$58.1K 0.03% 175
2025
Q2 		$277K Sell
3,457
-387
-10% -$27.9K 0.03% 173
2025
Q1 		$276K Sell
3,844
-189
-5% -$14.2K 0.03% 175
2024
Q4 		$283K Sell
4,033
-364
-8% -$24.9K 0.03% 174
2024
Q3 		$248K Sell
4,397
-246
-5% -$13.9K 0.03% 192
2024
Q2 		$276K Buy
4,643
+71
+2% +$4.19K 0.04% 177
2024
Q1 		$265K Sell
4,572
-103
-2% -$5.39K 0.04% 182
2023
Q4 		$230K Buy
+4,675
New +$202K 0.04% 203
2022
Q2 		– Sell
-5,249
Closed -$254K – 193
2022
Q1 		$254K Sell
5,249
-99
-2% -$5.3K 0.06% 159
2021
Q4 		$257K Sell
5,348
-9
-0.2% -$443 0.06% 169
2021
Q3 		$250K Buy
+5,357
New +$248K 0.06% 156
2021
Q2 		– Sell
-7,783
Closed -$304K – 175
2021
Q1 		$304K Buy
7,783
+1,101
+16% +$39K 0.09% 131
2020
Q4 		$202K Buy
+6,682
New +$173K 0.07% 150

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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

Octavia Wealth Advisors sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 3,955 shares — an estimated $315K sold.

Octavia Wealth Advisors first reported a position in WFC in Q4 2020 and held it in 15 quarters. The position peaked at $387K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Octavia Wealth Advisors reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 3,955 Wells Fargo shares in Q2 2026, an estimated $315K.
  • Octavia Wealth Advisors first reported a position in Wells Fargo in Q4 2020 and held it in 15 quarters.
  • Octavia Wealth Advisors's Wells Fargo position peaked at $387K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.