Private Advisory Group’s Wells Fargo WFC Stock Holding History

Private 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	$285K	Sell	3,448 -537	-13%	-$43.2K	0.02%	260
2026 Q1	$317K	Buy	+3,985	New	+$342K	0.02%	238
2023 Q1	–	Sell	-90,852	Closed	-$3.75M	–	239
2022 Q4	$3.75M	Buy	90,852 +210	+0.2%	+$9.29K	0.82%	37
2022 Q3	$3.65M	Sell	90,642 -44,176	-33%	-$1.9M	0.83%	38
2022 Q2	$5.28M	Buy	134,818 +9,236	+7%	+$405K	1.2%	26
2022 Q1	$6.09M	Buy	125,582 +42,071	+50%	+$2.25M	1.19%	27
2021 Q4	$4.01M	Buy	83,511 +12,281	+17%	+$605K	0.76%	34
2021 Q3	$3.31M	Sell	71,230 -930	-1%	-$43K	0.81%	32
2021 Q2	$3.27M	Buy	72,160 +8,206	+13%	+$366K	0.82%	33
2021 Q1	$2.5M	Buy	+63,954	New	+$2.26M	0.72%	37
2020 Q3	–	Sell	-163,799	Closed	-$4.19M	–	123
2020 Q2	$4.19M	Buy	+163,799	New	+$4.48M	1.72%	19
2020 Q1	–	Sell	-84,987	Closed	-$4.57M	–	133
2019 Q4	$4.57M	Buy	+84,987	New	+$4.45M	1.83%	17

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

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

Private Advisory Group reduced its Wells Fargo (WFC) stake by 13% in Q2 2026, selling an estimated $43.2K and leaving 3,448 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #260.

Private Advisory Group first reported a position in WFC in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.09M in Q1 2022. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Private Advisory Group held 3,448 shares of Wells Fargo worth $285K as of Q2 2026.
Private Advisory Group sold 537 Wells Fargo shares in Q2 2026, an estimated $43.2K.
Wells Fargo made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #260 holding.
Private Advisory Group first reported a position in Wells Fargo in Q4 2019 and has held it in 12 quarters since.
Private Advisory Group's Wells Fargo position peaked at $6.09M in Q1 2022.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.