Pension & Wealth Management Advisors’s Wells Fargo WFC Stock Holding History

Pension & Wealth Management 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	$42.7K	Buy	+516	New	+$41.5K	0.01%	339
2023 Q4	–	Sell	-37	Closed	-$1.51K	–	334
2023 Q3	$1.51K	Sell	37 -48	-56%	-$2.07K	﹤0.01%	244
2023 Q2	$3.63K	Sell	85 -85	-50%	-$3.42K	﹤0.01%	236
2023 Q1	$6.36K	Hold	170	–	–	0.01%	231
2022 Q4	$7.02K	Buy	+170	New	+$7.53K	0.01%	219

Other funds holding WFC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Pension & Wealth Management Advisors's WFC Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 516 shares worth $42.7K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Pension & Wealth Management Advisors previously reported a position in WFC as recently as Q3 2023.

Pension & Wealth Management Advisors first reported a position in WFC in Q4 2022 and has held it in 5 quarters since. 2,741 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Pension & Wealth Management Advisors held 516 shares of Wells Fargo worth $42.7K as of Q2 2026.
Wells Fargo was a new Pension & Wealth Management Advisors position in Q2 2026.
Wells Fargo made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #339 holding.
Pension & Wealth Management Advisors first reported a position in Wells Fargo in Q4 2022 and has held it in 5 quarters since.
2,741 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.