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OneDigital Investment Advisors’s Wells Fargo WFC Stock Holding History

OneDigital 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
2020
Q1 		– Sell
-2,300
Closed -$31K – 638
2019
Q4 		$31K Sell
2,300
-1,600
-41% -$83.8K ﹤0.01% 571
2019
Q3 		$34K Buy
3,900
+3,500
+875% +$165K ﹤0.01% 528
2019
Q2 		$2K Buy
+400
New +$18.7K ﹤0.01% 1143

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

OneDigital Investment Advisors increased its Wells Fargo (WFC) stake by 12% in Q2 2026, buying an estimated $815K and bringing the position to 95,265 shares worth $7.87M. The position accounts for 0.07% of the portfolio, ranked #230.

OneDigital Investment Advisors first reported a position in WFC in Q2 2017 and has held it in 37 quarters since. The position peaked at $9.02M in Q3 2024. 1,827 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • OneDigital Investment Advisors held 95,265 shares of Wells Fargo worth $7.87M as of Q2 2026.
  • OneDigital Investment Advisors bought 10,146 Wells Fargo shares in Q2 2026, an estimated $815K.
  • Wells Fargo made up 0.07% of OneDigital Investment Advisors's portfolio in Q2 2026, its #230 holding.
  • OneDigital Investment Advisors first reported a position in Wells Fargo in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's Wells Fargo position peaked at $9.02M in Q3 2024.
  • 1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.