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 Q3	$874K	Buy	10,918 +136	+1%	+$11.8K	0.26%	64
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

PFW Advisors's WFC Position: Q3 2026 in Review

PFW Advisors increased its Wells Fargo (WFC) stake by 1.3% in Q3 2026, buying an estimated $11.8K and bringing the position to 10,918 shares worth $874K. The position accounts for 0.26% of the portfolio, ranked #64.

PFW Advisors first reported a position in WFC in Q3 2019 and has held it in 14 quarters since. The position peaked at $998K in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

PFW Advisors held 10,918 shares of Wells Fargo worth $874K as of Q3 2026.
PFW Advisors bought 136 Wells Fargo shares in Q3 2026, an estimated $11.8K.
Wells Fargo made up 0.26% of PFW Advisors's portfolio in Q3 2026, its #64 holding.
PFW Advisors first reported a position in Wells Fargo in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Wells Fargo position peaked at $998K in Q4 2025.
863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.