Rational Advisors’s Wells Fargo WFC Stock Holding History

Rational 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	–	Sell	-12,538	Closed	-$1.07M	–	206
2026 Q1	$1.07M	Buy	12,538 +7,247	+137%	+$622K	0.11%	87
2025 Q4	$493K	Buy	+5,291	New	+$459K	0.05%	107
2024 Q3	–	Sell	-4,797	Closed	-$285K	–	202
2024 Q2	$285K	Buy	4,797 +3,023	+170%	+$178K	0.03%	94
2024 Q1	$103K	Sell	1,774 -1,060	-37%	-$55.5K	0.01%	123
2023 Q4	$139K	Sell	2,834 -4,813	-63%	-$208K	0.01%	108
2023 Q3	$312K	Sell	7,647 -3,197	-29%	-$138K	0.03%	94
2023 Q2	$463K	Buy	10,844 +9,800	+939%	+$394K	0.04%	97
2023 Q1	$39K	Buy	1,044 +43	+4%	+$1.87K	﹤0.01%	174
2022 Q4	$41.3K	Buy	1,001 +26	+3%	+$1.15K	﹤0.01%	146
2022 Q3	$39K	Buy	975 +54	+6%	+$2.32K	﹤0.01%	135
2022 Q2	$36K	Buy	921 +139	+18%	+$6.1K	﹤0.01%	149
2022 Q1	$38K	Buy	782 +283	+57%	+$15.1K	﹤0.01%	154
2021 Q4	$24K	Buy	499 +277	+125%	+$13.6K	﹤0.01%	154
2021 Q3	$10K	Buy	+222	New	+$10.3K	﹤0.01%	164
2020 Q4	–	Sell	-165	Closed	-$4K	–	603
2020 Q3	$4K	Sell	165 -321	-66%	-$7.91K	﹤0.01%	414
2020 Q2	$12K	Buy	+486	New	+$13.3K	0.01%	347
2020 Q1	–	Sell	-2,973	Closed	-$160K	–	521
2019 Q4	$160K	Sell	2,973 -1,847	-38%	-$96.7K	0.08%	221
2019 Q3	$243K	Sell	4,820 -1,394	-22%	-$65.7K	0.09%	211
2019 Q2	$294K	Sell	6,214 -8,434	-58%	-$394K	0.1%	175
2019 Q1	$708K	Sell	14,648 -124,358	-89%	-$6.12M	0.19%	125
2018 Q4	$6.41M	Buy	139,006 +123,871	+818%	+$6.34M	2%	7
2018 Q3	$795K	Sell	15,135 -3,790	-20%	-$216K	0.19%	120
2018 Q2	$1.05M	Buy	18,925 +18,888	+51,049%	+$1.01M	0.49%	72
2018 Q1	$2K	Sell	37 -5,463	-99%	-$325K	﹤0.01%	482
2017 Q4	$334K	Sell	5,500 -64,263	-92%	-$3.63M	0.17%	159
2017 Q3	$3.85M	Buy	69,763 +48,963	+235%	+$2.6M	2.06%	2
2017 Q2	$1.15M	Buy	+20,800	New	+$1.11M	0.72%	38
2015 Q3	$2.37M	Hold	46,084	–	–	0.96%	27
2015 Q2	$2.59M	Hold	46,084	–	–	0.83%	42
2015 Q1	$2.51M	Sell	46,084 -25,740	-36%	-$1.39M	0.61%	56
2014 Q4	$3.94M	Buy	+71,824	New	+$3.8M	0.78%	36
2013 Q4	$5.96M	Buy	131,394 +2,036	+2%	+$87.9K	0.51%	46
2013 Q3	$5.34M	Sell	129,358 -100	-0.1%	-$4.27K	0.41%	58
2013 Q2	$5.34M	Buy	+129,458	New	+$5.04M	0.45%	58

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Rational Advisors's WFC Position: Q2 2026 in Review

Rational Advisors sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 12,538 shares — an estimated $1.07M sold.

Rational Advisors first reported a position in WFC in Q2 2013 and held it in 34 quarters. The position peaked at $6.41M in Q4 2018. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Rational Advisors reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Rational Advisors sold 12,538 Wells Fargo shares in Q2 2026, an estimated $1.07M.
Rational Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 34 quarters.
Rational Advisors's Wells Fargo position peaked at $6.41M in Q4 2018.
989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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