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Private Advisor Group’s Wells Fargo WFC Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-32,800
Closed -$13.4K – 2535
2023
Q3 		$13.4K Buy
+32,800
New +$1.42M ﹤0.01% 2147

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

Private Advisor Group's WFC Position: Q2 2026 in Review

Private Advisor Group reduced its Wells Fargo (WFC) stake by 30% in Q2 2026, selling an estimated $5.65M and leaving 161,172 shares worth $13.3M. The position accounts for 0.06% of the portfolio, ranked #322.

Private Advisor Group first reported a position in WFC in Q4 2013 and has held it in 51 quarters since. The position peaked at $21.9M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Private Advisor Group held 161,172 shares of Wells Fargo worth $13.3M as of Q2 2026.
  • Private Advisor Group sold 70,264 Wells Fargo shares in Q2 2026, an estimated $5.65M.
  • Wells Fargo made up 0.06% of Private Advisor Group's portfolio in Q2 2026, its #322 holding.
  • Private Advisor Group first reported a position in Wells Fargo in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Wells Fargo position peaked at $21.9M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.