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 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%	+$1.29K	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

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 $3.37T AUM 44.26% 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

Powers Advisory Group's WFC Position: Q2 2026 in Review

Powers Advisory Group increased its Wells Fargo (WFC) stake by 6.4% in Q2 2026, buying an estimated $18.2K and bringing the position to 3,739 shares worth $309K. The position accounts for 0.1% of the portfolio, ranked #106.

Powers Advisory Group first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $327K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Powers Advisory Group held 3,739 shares of Wells Fargo worth $309K as of Q2 2026.
Powers Advisory Group bought 226 Wells Fargo shares in Q2 2026, an estimated $18.2K.
Wells Fargo made up 0.1% of Powers Advisory Group's portfolio in Q2 2026, its #106 holding.
Powers Advisory Group first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Powers Advisory Group's Wells Fargo position peaked at $327K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.