Principia Wealth Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Principia Wealth Advisory's WFC Position: Q2 2026 in Review
Principia Wealth Advisory increased its Wells Fargo (WFC) stake by 26% in Q2 2026, buying an estimated $4.66K and bringing the position to 285 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #170.
Principia Wealth Advisory first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Principia Wealth Advisory held 285 shares of Wells Fargo worth $23.6K as of Q2 2026.
- Principia Wealth Advisory bought 58 Wells Fargo shares in Q2 2026, an estimated $4.66K.
- Wells Fargo made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #170 holding.
- Principia Wealth Advisory first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
- 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.