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Prudent Man Advisors’s Wells Fargo WFC Stock Holding History

Prudent Man 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 		$1.14M Buy
13,840
+1,566
+13% +$126K 0.26% 80
2026
Q1 		$977K Buy
12,274
+4,022
+49% +$345K 0.29% 76
2025
Q4 		$769K Sell
8,252
-88
-1% -$7.64K 0.28% 76
2025
Q3 		$699K Sell
8,340
-8,030
-49% -$651K 0.26% 78
2025
Q2 		$1.31M Sell
16,370
-2,328
-12% -$168K 0.42% 57
2025
Q1 		$1.34M Buy
18,698
+442
+2% +$33.2K 0.49% 38
2024
Q4 		$1.28M Sell
18,256
-2,280
-11% -$156K 0.47% 44
2024
Q3 		$1.16M Sell
20,536
-437
-2% -$24.7K 0.39% 62
2024
Q2 		$1.25M Buy
20,973
+718
+4% +$42.4K 0.44% 49
2024
Q1 		$1.17M Sell
20,255
-1,606
-7% -$84K 0.44% 52
2023
Q4 		$1.08M Sell
21,861
-1,374
-6% -$59.3K 0.4% 57
2023
Q3 		$949K Buy
23,235
+6,587
+40% +$284K 0.38% 62
2023
Q2 		$711K Sell
16,648
-85
-0.5% -$3.42K 0.27% 78
2023
Q1 		$625K Sell
16,733
-322
-2% -$14K 0.24% 94
2022
Q4 		$704K Buy
17,055
+266
+2% +$11.8K 0.28% 77
2022
Q3 		$675K Buy
16,789
+893
+6% +$38.4K 0.32% 66
2022
Q2 		$623K Sell
15,896
-8
-0.1% -$351 0.29% 69
2022
Q1 		$771K Sell
15,904
-266
-2% -$14.2K 0.31% 66
2021
Q4 		$776K Sell
16,170
-3,267
-17% -$161K 0.3% 64
2021
Q3 		$902K Sell
19,437
-150
-0.8% -$6.94K 0.34% 57
2021
Q2 		$887K Buy
+19,587
New +$875K 0.34% 58

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

Prudent Man Advisors's WFC Position: Q2 2026 in Review

Prudent Man Advisors increased its Wells Fargo (WFC) stake by 13% in Q2 2026, buying an estimated $126K and bringing the position to 13,840 shares worth $1.14M. The position accounts for 0.26% of the portfolio, ranked #80.

Prudent Man Advisors first reported a position in WFC in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.34M in Q1 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Prudent Man Advisors held 13,840 shares of Wells Fargo worth $1.14M as of Q2 2026.
  • Prudent Man Advisors bought 1,566 Wells Fargo shares in Q2 2026, an estimated $126K.
  • Wells Fargo made up 0.26% of Prudent Man Advisors's portfolio in Q2 2026, its #80 holding.
  • Prudent Man Advisors first reported a position in Wells Fargo in Q2 2021 and has held it in 21 quarters since.
  • Prudent Man Advisors's Wells Fargo position peaked at $1.34M in Q1 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.