Powell Investment Advisors’s Wells Fargo WFC Stock Holding History

Powell Investment 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	$250K	Hold	3,026	–	–	0.08%	113
2026 Q1	$241K	Buy	3,026 +209	+7%	+$18K	0.08%	119
2025 Q4	$263K	Hold	2,817	–	–	0.09%	118
2025 Q3	$236K	Hold	2,817	–	–	0.08%	126
2025 Q2	$226K	Hold	2,817	–	–	0.08%	121
2025 Q1	$202K	Hold	2,817	–	–	0.1%	112
2024 Q4	$198K	Hold	2,817	–	–	0.09%	124
2024 Q3	$159K	Hold	2,817	–	–	0.07%	123
2024 Q2	$167K	Sell	2,817 -352	-11%	-$20.8K	0.09%	119
2024 Q1	$184K	Hold	3,169	–	–	0.1%	119
2023 Q4	$156K	Hold	3,169	–	–	0.09%	121
2023 Q3	$129K	Hold	3,169	–	–	0.08%	115
2023 Q2	$135K	Hold	3,169	–	–	0.08%	108
2023 Q1	$118K	Hold	3,169	–	–	0.07%	111
2022 Q4	$131K	Hold	3,169	–	–	0.08%	110
2022 Q3	$127K	Hold	3,169	–	–	0.08%	107
2022 Q2	$124K	Hold	3,169	–	–	0.08%	115
2022 Q1	$154K	Buy	3,169 +1,288	+68%	+$68.9K	0.09%	108
2021 Q4	$90K	Hold	1,881	–	–	0.05%	120
2021 Q3	$87K	Hold	1,881	–	–	0.05%	115
2021 Q2	$85K	Hold	1,881	–	–	0.05%	113
2021 Q1	$73K	Hold	1,881	–	–	0.05%	113
2020 Q4	$57K	Hold	1,881	–	–	0.04%	100
2020 Q3	$44K	Sell	1,881 -5,744	-75%	-$142K	0.04%	105
2020 Q2	$195K	Buy	7,625 +48	+0.6%	+$1.31K	0.19%	87
2020 Q1	$217K	Buy	7,577 +33	+0.4%	+$1.4K	0.26%	80
2019 Q4	$406K	Buy	+7,544	New	+$395K	0.42%	52

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

Powell Investment Advisors's WFC Position: Q2 2026 in Review

Powell Investment Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 3,026 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #113.

Powell Investment Advisors first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $406K in Q4 2019. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Powell Investment Advisors held 3,026 shares of Wells Fargo worth $250K as of Q2 2026.
Powell Investment Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.08% of Powell Investment Advisors's portfolio in Q2 2026, its #113 holding.
Powell Investment Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
Powell Investment Advisors's Wells Fargo position peaked at $406K in Q4 2019.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.