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Professional Financial Advisors’s Wells Fargo WFC Stock Holding History

Professional Financial 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 		$364K Sell
4,410
-102
-2% -$8.2K 0.06% 103
2026
Q1 		$359K Buy
4,512
+148
+3% +$12.7K 0.07% 100
2025
Q4 		$407K Buy
4,364
+21
+0.5% +$1.82K 0.08% 92
2025
Q3 		$364K Buy
4,343
+22
+0.5% +$1.78K 0.08% 93
2025
Q2 		$346K Buy
4,321
+22
+0.5% +$1.59K 0.08% 91
2025
Q1 		$309K Buy
4,299
+20
+0.5% +$1.5K 0.08% 88
2024
Q4 		$301K Buy
4,279
+21
+0.5% +$1.43K 0.08% 89
2024
Q3 		$241K Buy
4,258
+27
+0.6% +$1.53K 0.06% 99
2024
Q2 		$251K Buy
4,231
+23
+0.5% +$1.36K 0.07% 91
2024
Q1 		$244K Buy
4,208
+25
+0.6% +$1.31K 0.07% 94
2023
Q4 		$206K Buy
+4,183
New +$181K 0.07% 92
2022
Q4 		– Sell
-4,045
Closed -$163K – 470
2022
Q3 		$163K Buy
4,045
+26
+0.6% +$1.12K 0.1% 79
2022
Q2 		$157K Buy
4,019
+21
+0.5% +$922 0.09% 84
2022
Q1 		$194K Buy
3,998
+18
+0.5% +$963 0.08% 77
2021
Q4 		$191K Buy
3,980
+15
+0.4% +$738 0.08% 103
2021
Q3 		$184K Buy
3,965
+16
+0.4% +$741 0.11% 86
2021
Q2 		$177K Buy
3,949
+8
+0.2% +$357 0.1% 95
2021
Q1 		$154K Buy
3,941
+10
+0.3% +$354 0.1% 91
2020
Q4 		$119K Hold
3,931
– – 0.09% 94
2020
Q3 		$84K Buy
+3,931
New +$96.9K 0.08% 101
2020
Q1 		– Sell
-4,352
Closed -$234K – 82
2019
Q4 		$234K Buy
+4,352
New +$228K 0.22% 75

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

Professional Financial Advisors's WFC Position: Q2 2026 in Review

Professional Financial Advisors reduced its Wells Fargo (WFC) stake by 2.3% in Q2 2026, selling an estimated $8.2K and leaving 4,410 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #103.

Professional Financial Advisors first reported a position in WFC in Q4 2019 and has held it in 21 quarters since. The position peaked at $407K in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Professional Financial Advisors held 4,410 shares of Wells Fargo worth $364K as of Q2 2026.
  • Professional Financial Advisors sold 102 Wells Fargo shares in Q2 2026, an estimated $8.2K.
  • Wells Fargo made up 0.06% of Professional Financial Advisors's portfolio in Q2 2026, its #103 holding.
  • Professional Financial Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 21 quarters since.
  • Professional Financial Advisors's Wells Fargo position peaked at $407K in Q4 2025.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.