PFG Advisors
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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
Q3 		$6.11M Sell
76,305
-23,458
-24% -$2.03M 0.31% 66
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 		$1.26M 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 -$4.32M – 309
2018
Q4 		$4.32M Buy
+88,179
New +$4.52M 1.36% 8

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

PFG Advisors's WFC Position: Q3 2026 in Review

PFG Advisors reduced its Wells Fargo (WFC) stake by 24% in Q3 2026, selling an estimated $2.03M and leaving 76,305 shares worth $6.11M. The position accounts for 0.31% of the portfolio, ranked #66.

PFG Advisors first reported a position in WFC in Q4 2018 and has held it in 29 quarters since. The position peaked at $9.46M in Q1 2026. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • PFG Advisors held 76,305 shares of Wells Fargo worth $6.11M as of Q3 2026.
  • PFG Advisors sold 23,458 Wells Fargo shares in Q3 2026, an estimated $2.03M.
  • Wells Fargo made up 0.31% of PFG Advisors's portfolio in Q3 2026, its #66 holding.
  • PFG Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 29 quarters since.
  • PFG Advisors's Wells Fargo position peaked at $9.46M in Q1 2026.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.