PFW Advisors’s Wells Fargo WFC Stock Holding History

PFW 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	$891K	Buy	10,782 +72	+0.7%	+$5.79K	0.26%	66
2026 Q1	$853K	Hold	10,710	–	–	0.27%	65
2025 Q4	$998K	Sell	10,710 -361	-3%	-$31.3K	0.3%	64
2025 Q3	$928K	Hold	11,071	–	–	0.27%	70
2025 Q2	$887K	Buy	11,071 +39	+0.4%	+$2.81K	0.27%	68
2025 Q1	$792K	Hold	11,032	–	–	0.25%	76
2024 Q4	$775K	Buy	+11,032	New	+$753K	0.24%	74
2024 Q2	$662K	Sell	11,152 -331	-3%	-$19.5K	0.21%	79
2024 Q1	$666K	Sell	11,483 -287	-2%	-$15K	0.2%	81
2023 Q4	$579K	Buy	11,770 +739	+7%	+$31.9K	0.19%	83
2023 Q3	$451K	Hold	11,031	–	–	0.16%	85
2023 Q2	$482K	Buy	+11,031	New	+$444K	0.16%	80
2019 Q3	$623K	Buy	+11,032	New	+$520K	0.19%	82

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PFW Advisors's WFC Position: Q2 2026 in Review

PFW Advisors increased its Wells Fargo (WFC) stake by 0.67% in Q2 2026, buying an estimated $5.79K and bringing the position to 10,782 shares worth $891K. The position accounts for 0.26% of the portfolio, ranked #66.

PFW Advisors first reported a position in WFC in Q3 2019 and has held it in 13 quarters since. The position peaked at $998K in Q4 2025. 603 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

PFW Advisors held 10,782 shares of Wells Fargo worth $891K as of Q2 2026.
PFW Advisors bought 72 Wells Fargo shares in Q2 2026, an estimated $5.79K.
Wells Fargo made up 0.26% of PFW Advisors's portfolio in Q2 2026, its #66 holding.
PFW Advisors first reported a position in Wells Fargo in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Wells Fargo position peaked at $998K in Q4 2025.
603 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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