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PFG Advisors’s Wells Fargo WFC Stock Holding History

PFG 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 		$8.24M Sell
99,763
-19,109
-16% -$1.54M 0.42% 49
2026
Q1 		$9.46M Buy
118,872
+107,989
+992% +$9.28M 0.46% 51
2025
Q4 		$1.01M Sell
10,883
-1,723
-14% -$150K 0.05% 377
2025
Q3 		$1.06M Buy
12,606
+580
+5% +$47K 0.04% 390
2025
Q2 		$963K Buy
12,026
+3,980
+49% +$287K 0.04% 311
2025
Q1 		$578K Buy
8,046
+302
+4% +$22.7K 0.03% 431
2024
Q4 		$544K Sell
7,744
-94,017
-92% -$6.42M 0.03% 444
2024
Q3 		$5.75M Buy
101,761
+3,536
+4% +$200K 0.36% 65
2024
Q2 		$5.83M Sell
98,225
-645
-0.7% -$38.1K 0.39% 57
2024
Q1 		$5.73M Sell
98,870
-500
-0.5% -$26.2K 0.42% 55
2023
Q4 		$4.89M Sell
99,370
-593
-0.6% -$25.6K 0.39% 61
2023
Q3 		$4.08M Sell
99,963
-10,321
-9% -$446K 0.37% 68
2023
Q2 		$4.71M Sell
110,284
-4,333
-4% -$174K 0.36% 70
2023
Q1 		$4.28M Buy
114,617
+237
+0.2% +$10.3K 0.36% 71
2022
Q4 		$4.72M Sell
114,380
-1,049
-0.9% -$46.4K 0.46% 43
2022
Q3 		$4.64M Sell
115,429
-944
-0.8% -$40.6K 0.53% 37
2022
Q2 		$4.56M Buy
116,373
+2,399
+2% +$105K 0.52% 31
2022
Q1 		$5.52M Buy
113,974
+926
+0.8% +$49.6K 0.55% 27
2021
Q4 		$5.42M Sell
113,048
-2,225
-2% -$110K 0.53% 36
2021
Q3 		$5.35M Buy
115,273
+87,556
+316% +$4.05M 0.59% 28
2021
Q2 		$1.25M Buy
27,717
+872
+3% +$38.9K 0.14% 190
2021
Q1 		$1.05M Sell
26,845
-63,162
-70% -$2.24M 0.13% 202
2020
Q4 		$2.72M Buy
90,007
+2,169
+2% +$56.2K 0.46% 56
2020
Q3 		$2.18M Hold
87,838
– – 0.42% 61
2020
Q2 		$2.24M Hold
87,838
– – 0.5% 50
2020
Q1 		$2.43M Buy
87,838
+82,502
+1,546% +$3.51M 0.65% 37
2019
Q4 		$282K Buy
+5,336
New +$279K 0.07% 249
2019
Q1 		– Sell
-88,179
Closed -$4.33M – 309
2018
Q4 		$4.33M Buy
+88,179
New +$4.52M 1.36% 8

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

PFG Advisors's WFC Position: Q2 2026 in Review

PFG Advisors reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $1.54M and leaving 99,763 shares worth $8.24M. The position accounts for 0.42% of the portfolio, ranked #49.

PFG Advisors first reported a position in WFC in Q4 2018 and has held it in 28 quarters since. The position peaked at $9.46M in Q1 2026. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • PFG Advisors held 99,763 shares of Wells Fargo worth $8.24M as of Q2 2026.
  • PFG Advisors sold 19,109 Wells Fargo shares in Q2 2026, an estimated $1.54M.
  • Wells Fargo made up 0.42% of PFG Advisors's portfolio in Q2 2026, its #49 holding.
  • PFG Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 28 quarters since.
  • PFG Advisors's Wells Fargo position peaked at $9.46M in Q1 2026.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.