Powers Advisory Group
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Powers Advisory Group’s Wells Fargo WFC Stock Holding History

Powers Advisory Group’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 		$300K Buy
3,751
+12
+0.3% +$1.04K 0.09% 104
2026
Q2 		$309K Buy
3,739
+226
+6% +$18.2K 0.1% 106
2026
Q1 		$280K Buy
3,513
+3
+0.1% +$258 0.1% 108
2025
Q4 		$327K Buy
3,510
+11
+0.3% +$955 0.12% 95
2025
Q3 		$293K Buy
3,499
+65
+2% +$5.27K 0.12% 97
2025
Q2 		$275K Sell
3,434
-18
-0.5% -$1.3K 0.12% 98
2025
Q1 		$248K Buy
3,452
+11
+0.3% +$826 0.12% 98
2024
Q4 		$242K Buy
+3,441
New +$235K 0.12% 94
2024
Q3 		– Sell
-3,917
Closed -$233K – 101
2024
Q2 		$233K Sell
3,917
-565
-13% -$33.4K 0.13% 89
2024
Q1 		$260K Sell
4,482
-1,047
-19% -$54.8K 0.15% 87
2023
Q4 		$272K Buy
5,529
+28
+0.5% +$1.21K 0.17% 80
2023
Q3 		$225K Buy
5,501
+30
+0.5% +$1.3K 0.15% 85
2023
Q2 		$233K Sell
5,471
-88
-2% -$3.54K 0.15% 85
2023
Q1 		$208K Buy
5,559
+24
+0.4% +$1.05K 0.15% 90
2022
Q4 		$229K Buy
5,535
+24
+0.4% +$1.06K 0.17% 86
2022
Q3 		$222K Sell
5,511
-244
-4% -$10.5K 0.18% 83
2022
Q2 		$225K Sell
5,755
-90
-2% -$3.95K 0.17% 86
2022
Q1 		$283K Sell
5,845
-491
-8% -$26.3K 0.2% 84
2021
Q4 		$304K Buy
+6,336
New +$312K 0.21% 81

Other funds holding WFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Powers Advisory Group's WFC Position: Q3 2026 in Review

Powers Advisory Group increased its Wells Fargo (WFC) stake by 0.32% in Q3 2026, buying an estimated $1.04K and bringing the position to 3,751 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #104.

Powers Advisory Group first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $327K in Q4 2025. 719 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Powers Advisory Group held 3,751 shares of Wells Fargo worth $300K as of Q3 2026.
  • Powers Advisory Group bought 12 Wells Fargo shares in Q3 2026, an estimated $1.04K.
  • Wells Fargo made up 0.09% of Powers Advisory Group's portfolio in Q3 2026, its #104 holding.
  • Powers Advisory Group first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's Wells Fargo position peaked at $327K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.