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Prevail Innovative Wealth Advisors’s Wells Fargo WFC Stock Holding History

Prevail Innovative 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 		$7.4M Buy
+89,518
New +$7.19M 1.1% 30
2025
Q3 		– Sell
-54,679
Closed -$4.38M – 240
2025
Q2 		$4.38M Buy
54,679
+3,954
+8% +$285K 0.98% 32
2025
Q1 		$3.64M Buy
+50,725
New +$3.81M 0.97% 32

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prevail Innovative Wealth Advisors's WFC Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 89,518 shares worth $7.4M. The stake represents 1.1% of the portfolio and ranks #30 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in WFC as recently as Q2 2025.

Prevail Innovative Wealth Advisors first reported a position in WFC in Q1 2025 and has held it in 3 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 89,518 shares of Wells Fargo worth $7.4M as of Q2 2026.
  • Wells Fargo was a new Prevail Innovative Wealth Advisors position in Q2 2026.
  • Wells Fargo made up 1.1% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Wells Fargo in Q1 2025 and has held it in 3 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.