PIA
WFC icon

Perennial Investment Advisors’s Wells Fargo WFC Stock Holding History

Perennial 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
2026
Q2 		$998K Buy
12,073
+443
+4% +$35.6K 0.07% 216
2026
Q1 		$926K Sell
11,630
-227
-2% -$19.5K 0.07% 201
2025
Q4 		$1.11M Buy
11,857
+1,616
+16% +$140K 0.09% 181
2025
Q3 		$858K Sell
10,241
-830
-7% -$67.3K 0.07% 199
2025
Q2 		$887K Buy
11,071
+1,046
+10% +$75.4K 0.09% 189
2025
Q1 		$720K Buy
10,025
+657
+7% +$49.3K 0.08% 193
2024
Q4 		$658K Buy
9,368
+176
+2% +$12K 0.08% 193
2024
Q3 		$519K Sell
9,192
-178
-2% -$10.1K 0.07% 207
2024
Q2 		$556K Sell
9,370
-1,843
-16% -$109K 0.08% 186
2024
Q1 		$650K Sell
11,213
-154
-1% -$8.06K 0.1% 165
2023
Q4 		$559K Sell
11,367
-505
-4% -$21.8K 0.09% 167
2023
Q3 		$485K Buy
11,872
+314
+3% +$13.6K 0.09% 177
2023
Q2 		$493K Sell
11,558
-163
-1% -$6.56K 0.09% 179
2023
Q1 		$438K Sell
11,721
-95
-0.8% -$4.14K 0.08% 189
2022
Q4 		$488K Buy
11,816
+29
+0.2% +$1.28K 0.2% 105
2022
Q3 		$474K Buy
11,787
+126
+1% +$5.41K 0.22% 88
2022
Q2 		$456K Sell
11,661
-569
-5% -$25K 0.18% 106
2022
Q1 		$594K Sell
12,230
-195
-2% -$10.4K 0.19% 98
2021
Q4 		$597K Buy
12,425
+5,106
+70% +$251K 0.19% 99
2021
Q3 		$341K Sell
7,319
-296
-4% -$13.7K 0.12% 155
2021
Q2 		$345K Sell
7,615
-862
-10% -$38.5K 0.13% 145
2021
Q1 		$331K Buy
8,477
+1,588
+23% +$56.2K 0.13% 134
2020
Q4 		$208K Buy
+6,889
New +$178K 0.09% 155
2020
Q3 		– Sell
-12,581
Closed -$322K – 158
2020
Q2 		$322K Sell
12,581
-2,640
-17% -$72.2K 0.22% 93
2020
Q1 		$435K Buy
+15,221
New +$647K 0.39% 55

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Perennial Investment Advisors increased its Wells Fargo (WFC) stake by 3.8% in Q2 2026, buying an estimated $35.6K and bringing the position to 12,073 shares worth $998K. The position accounts for 0.07% of the portfolio, ranked #216.

Perennial Investment Advisors first reported a position in WFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.11M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Perennial Investment Advisors held 12,073 shares of Wells Fargo worth $998K as of Q2 2026.
  • Perennial Investment Advisors bought 443 Wells Fargo shares in Q2 2026, an estimated $35.6K.
  • Wells Fargo made up 0.07% of Perennial Investment Advisors's portfolio in Q2 2026, its #216 holding.
  • Perennial Investment Advisors first reported a position in Wells Fargo in Q1 2020 and has held it in 25 quarters since.
  • Perennial Investment Advisors's Wells Fargo position peaked at $1.11M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.