Provenance Wealth Advisors’s Wells Fargo WFC Stock Holding History

Provenance 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	$11.2K	Buy	135 +46	+52%	+$3.7K	﹤0.01%	340
2026 Q1	$7.08K	Hold	89	–	–	﹤0.01%	325
2025 Q4	$8.29K	Hold	89	–	–	﹤0.01%	316
2025 Q3	$7.46K	Hold	89	–	–	﹤0.01%	337
2025 Q2	$7.13K	Hold	89	–	–	﹤0.01%	325
2025 Q1	$6.39K	Hold	89	–	–	﹤0.01%	339
2024 Q4	$6.25K	Hold	89	–	–	﹤0.01%	356
2024 Q3	$5.03K	Hold	89	–	–	﹤0.01%	400
2024 Q2	$5.29K	Hold	89	–	–	﹤0.01%	323
2024 Q1	$5.16K	Sell	89 -137	-61%	-$7.17K	﹤0.01%	352
2023 Q4	$11.1K	Buy	226 +138	+157%	+$5.96K	﹤0.01%	311
2023 Q3	$3.6K	Buy	+88	New	+$3.8K	﹤0.01%	283

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Provenance Wealth Advisors's WFC Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Wells Fargo (WFC) stake by 52% in Q2 2026, buying an estimated $3.7K and bringing the position to 135 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Provenance Wealth Advisors first reported a position in WFC in Q3 2023 and has held it in 12 quarters since. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Provenance Wealth Advisors held 135 shares of Wells Fargo worth $11.2K as of Q2 2026.
Provenance Wealth Advisors bought 46 Wells Fargo shares in Q2 2026, an estimated $3.7K.
Wells Fargo made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #340 holding.
Provenance Wealth Advisors first reported a position in Wells Fargo in Q3 2023 and has held it in 12 quarters since.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.