Pacific Excel Wealth Advisors’s Wells Fargo WFC Stock Holding History

Pacific Excel 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	$1.9M	Buy	+22,998	New	+$1.85M	0.74%	31

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Excel Wealth Advisors's WFC Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 22,998 shares worth $1.9M. The stake represents 0.74% of the portfolio and ranks #31 among its holdings.

2,864 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Pacific Excel Wealth Advisors held 22,998 shares of Wells Fargo worth $1.9M as of Q2 2026.
Wells Fargo was a new Pacific Excel Wealth Advisors position in Q2 2026.
Wells Fargo made up 0.74% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #31 holding.
2,864 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.