Prudent Man Advisors
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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
Q3 		$1.04M Sell
13,033
-807
-6% -$69.8K 0.25% 84
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Prudent Man Advisors's WFC Position: Q3 2026 in Review

Prudent Man Advisors reduced its Wells Fargo (WFC) stake by 5.8% in Q3 2026, selling an estimated $69.8K and leaving 13,033 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #84.

Prudent Man Advisors first reported a position in WFC in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.34M in Q1 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Prudent Man Advisors held 13,033 shares of Wells Fargo worth $1.04M as of Q3 2026.
  • Prudent Man Advisors sold 807 Wells Fargo shares in Q3 2026, an estimated $69.8K.
  • Wells Fargo made up 0.25% of Prudent Man Advisors's portfolio in Q3 2026, its #84 holding.
  • Prudent Man Advisors first reported a position in Wells Fargo in Q2 2021 and has held it in 22 quarters since.
  • Prudent Man Advisors's Wells Fargo position peaked at $1.34M in Q1 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.