Phoenix Wealth Advisors’s Wells Fargo WFC Stock Holding History

Phoenix Wealth 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	$1.98M	Buy	23,996 +2,206	+10%	+$177K	0.67%	34
2026 Q1	$1.73M	Sell	21,790 -730	-3%	-$62.7K	0.69%	37
2025 Q4	$2.1M	Buy	22,520 +19,581	+666%	+$1.7M	0.81%	35
2025 Q3	$246K	Buy	+2,939	New	+$238K	0.09%	120
2022 Q4	–	Sell	-6,362	Closed	-$256K	–	123
2022 Q3	$256K	Hold	6,362	–	–	0.26%	82
2022 Q2	$249K	Buy	+6,362	New	+$279K	0.25%	96
2022 Q1	–	Sell	-6,362	Closed	-$305K	–	132
2021 Q4	$305K	Hold	6,362	–	–	0.23%	90
2021 Q3	$295K	Hold	6,362	–	–	0.22%	91
2021 Q2	$277K	Hold	6,362	–	–	0.2%	99
2021 Q1	$252K	Hold	6,362	–	–	0.2%	100
2020 Q4	$192K	Buy	+6,362	New	+$165K	0.15%	112

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Wealth Advisors's WFC Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its Wells Fargo (WFC) stake by 10% in Q2 2026, buying an estimated $177K and bringing the position to 23,996 shares worth $1.98M. The position accounts for 0.67% of the portfolio, ranked #34.

Phoenix Wealth Advisors first reported a position in WFC in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.1M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Phoenix Wealth Advisors held 23,996 shares of Wells Fargo worth $1.98M as of Q2 2026.
Phoenix Wealth Advisors bought 2,206 Wells Fargo shares in Q2 2026, an estimated $177K.
Wells Fargo made up 0.67% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Phoenix Wealth Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 11 quarters since.
Phoenix Wealth Advisors's Wells Fargo position peaked at $2.1M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.