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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
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

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Optivise Advisory Services's WFC Position: Q2 2026 in Review

Optivise Advisory Services increased its Wells Fargo (WFC) stake by 12% in Q2 2026, buying an estimated $46.4K and bringing the position to 5,316 shares worth $439K. The position accounts for 0.22% of the portfolio, ranked #120.

Optivise Advisory Services first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $479K in Q4 2025. 945 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Optivise Advisory Services held 5,316 shares of Wells Fargo worth $439K as of Q2 2026.
  • Optivise Advisory Services bought 577 Wells Fargo shares in Q2 2026, an estimated $46.4K.
  • Wells Fargo made up 0.22% of Optivise Advisory Services's portfolio in Q2 2026, its #120 holding.
  • Optivise Advisory Services first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Optivise Advisory Services's Wells Fargo position peaked at $479K in Q4 2025.
  • 945 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.