Pinnacle Wealth Management Advisory Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.04M | Buy |
12,580
+18
| +0.1% | +$1.45K | 0.06% | 180 |
|
|
2026
Q1 | $1M | Buy |
12,562
+623
| +5% | +$53.5K | 0.07% | 175 |
|
|
2025
Q4 | $1.11M | Buy |
11,939
+208
| +2% | +$18.1K | 0.08% | 160 |
|
|
2025
Q3 | $983K | Buy |
11,731
+21
| +0.2% | +$1.7K | 0.07% | 155 |
|
|
2025
Q2 | $938K | Buy |
11,710
+406
| +4% | +$29.3K | 0.08% | 148 |
|
|
2025
Q1 | $812K | Sell |
11,304
-177
| -2% | -$13.3K | 0.08% | 150 |
|
|
2024
Q4 | $806K | Sell |
11,481
-536
| -4% | -$36.6K | 0.08% | 148 |
|
|
2024
Q3 | $679K | Sell |
12,017
-679
| -5% | -$38.4K | 0.06% | 164 |
|
|
2024
Q2 | $754K | Buy |
12,696
+148
| +1% | +$8.74K | 0.08% | 148 |
|
|
2024
Q1 | $727K | Buy |
12,548
+296
| +2% | +$15.5K | 0.08% | 154 |
|
|
2023
Q4 | $603K | Buy |
12,252
+246
| +2% | +$10.6K | 0.07% | 160 |
|
|
2023
Q3 | $491K | Buy |
12,006
+154
| +1% | +$6.65K | 0.06% | 177 |
|
|
2023
Q2 | $506K | Sell |
11,852
-821
| -6% | -$33K | 0.06% | 181 |
|
|
2023
Q1 | $474K | Buy |
12,673
+3,671
| +41% | +$160K | 0.06% | 180 |
|
|
2022
Q4 | $372K | Sell |
9,002
-5,128
| -36% | -$227K | 0.06% | 200 |
|
|
2022
Q3 | $568K | Buy |
14,130
+6,670
| +89% | +$287K | 0.09% | 145 |
|
|
2022
Q2 | $292K | Buy |
+7,460
| New | +$327K | 0.05% | 224 |
|
|
2018
Q2 | – | Sell |
-4,341
| Closed | -$228K | – | 154 |
|
|
2018
Q1 | $228K | Hold |
4,341
| – | – | 0.13% | 128 |
|
|
2017
Q4 | $263K | Sell |
4,341
-202
| -4% | -$11.4K | 0.15% | 121 |
|
|
2017
Q3 | $251K | Sell |
4,543
-27,933
| -86% | -$1.48M | 0.15% | 128 |
|
|
2017
Q2 | $1.8M | Buy |
32,476
+1,967
| +6% | +$105K | 1.11% | 25 |
|
|
2017
Q1 | $1.7M | Buy |
30,509
+35
| +0.1% | +$1.99K | 1.17% | 23 |
|
|
2016
Q4 | $1.68M | Sell |
30,474
-825
| -3% | -$41.5K | 1.21% | 20 |
|
|
2016
Q3 | $1.39M | Buy |
31,299
+850
| +3% | +$40.7K | 1.05% | 24 |
|
|
2016
Q2 | $1.44M | Buy |
30,449
+1,450
| +5% | +$70.7K | 1.14% | 24 |
|
|
2016
Q1 | $1.4M | Sell |
28,999
-1,725
| -6% | -$84.5K | 1.25% | 23 |
|
|
2015
Q4 | $1.67M | Buy |
30,724
+2,200
| +8% | +$119K | 1.52% | 19 |
|
|
2015
Q3 | $1.47M | Buy |
28,524
+1,905
| +7% | +$105K | 1.41% | 21 |
|
|
2015
Q2 | $1.5M | Sell |
26,619
-1,591
| -6% | -$88.7K | 1.39% | 21 |
|
|
2015
Q1 | $1.53M | Buy |
28,210
+477
| +2% | +$25.8K | 1.38% | 21 |
|
|
2014
Q4 | $1.52M | Buy |
+27,733
| New | +$1.47M | 1.41% | 22 |
|
Other funds holding WFC
Pinnacle Wealth Management Advisory Group's WFC Position: Q2 2026 in Review
Pinnacle Wealth Management Advisory Group increased its Wells Fargo (WFC) stake by 0.14% in Q2 2026, buying an estimated $1.45K and bringing the position to 12,580 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #180.
Pinnacle Wealth Management Advisory Group first reported a position in WFC in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.8M in Q2 2017. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Pinnacle Wealth Management Advisory Group held 12,580 shares of Wells Fargo worth $1.04M as of Q2 2026.
- Pinnacle Wealth Management Advisory Group bought 18 Wells Fargo shares in Q2 2026, an estimated $1.45K.
- Wells Fargo made up 0.06% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #180 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in Wells Fargo in Q4 2014 and has held it in 31 quarters since.
- Pinnacle Wealth Management Advisory Group's Wells Fargo position peaked at $1.8M in Q2 2017.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.