Optivise Advisory Services’s Wells Fargo WFC Stock Holding History

Optivise 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	$447K	Buy	5,588 +272	+5%	+$23.5K	0.22%	115
2026 Q2	$439K	Buy	5,316 +577	+12%	+$46.4K	0.22%	120
2026 Q1	$377K	Sell	4,739 -397	-8%	-$34.1K	0.23%	107
2025 Q4	$479K	Buy	5,136 +1,218	+31%	+$106K	0.28%	95
2025 Q3	$328K	Buy	3,918 +765	+24%	+$62K	0.2%	115
2025 Q2	$253K	Buy	3,153 +303	+11%	+$21.8K	0.13%	163
2025 Q1	$205K	Sell	2,850 -209	-7%	-$15.7K	0.11%	187
2024 Q4	$215K	Buy	+3,059	New	+$209K	0.12%	163

Other funds holding WFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Optivise Advisory Services increased its Wells Fargo (WFC) stake by 5.1% in Q3 2026, buying an estimated $23.5K and bringing the position to 5,588 shares worth $447K. The position accounts for 0.22% of the portfolio, ranked #115.

Optivise Advisory Services first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $479K in Q4 2025. 1,814 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Optivise Advisory Services held 5,588 shares of Wells Fargo worth $447K as of Q3 2026.
Optivise Advisory Services bought 272 Wells Fargo shares in Q3 2026, an estimated $23.5K.
Wells Fargo made up 0.22% of Optivise Advisory Services's portfolio in Q3 2026, its #115 holding.
Optivise Advisory Services first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
Optivise Advisory Services's Wells Fargo position peaked at $479K in Q4 2025.
1,814 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

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