Regal Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $466K | Buy |
5,644
+109
| +2% | +$8.76K | 0.02% | 481 |
|
|
2026
Q1 | $441K | Buy |
5,535
+16
| +0.3% | +$1.37K | 0.03% | 456 |
|
|
2025
Q4 | $514K | Buy |
5,519
+1,354
| +33% | +$118K | 0.03% | 419 |
|
|
2025
Q3 | $349K | Buy |
4,165
+674
| +19% | +$54.7K | 0.02% | 441 |
|
|
2025
Q2 | $280K | Sell |
3,491
-439
| -11% | -$31.7K | 0.02% | 439 |
|
|
2025
Q1 | $282K | Sell |
3,930
-149
| -4% | -$11.2K | 0.02% | 414 |
|
|
2024
Q4 | $287K | Buy |
+4,079
| New | +$278K | 0.02% | 416 |
|
|
2021
Q1 | – | Sell |
-8,037
| Closed | -$243K | – | 437 |
|
|
2020
Q4 | $243K | Buy |
+8,037
| New | +$208K | 0.03% | 406 |
|
|
2020
Q3 | – | Sell |
-8,249
| Closed | -$211K | – | 305 |
|
|
2020
Q2 | $211K | Buy |
+8,249
| New | +$226K | 0.04% | 302 |
|
|
2018
Q3 | – | Sell |
-28,930
| Closed | -$1.6M | – | 344 |
|
|
2018
Q2 | $1.6M | Sell |
28,930
-7,200
| -20% | -$386K | 0.49% | 62 |
|
|
2018
Q1 | $1.89M | Sell |
36,130
-927
| -3% | -$55.1K | 0.42% | 75 |
|
|
2017
Q4 | $2.25M | Sell |
37,057
-1,216
| -3% | -$68.7K | 0.5% | 65 |
|
|
2017
Q3 | $2.11M | Sell |
38,273
-5,908
| -13% | -$314K | 0.49% | 68 |
|
|
2017
Q2 | $2.45M | Buy |
44,181
+37,557
| +567% | +$2.01M | 0.61% | 52 |
|
|
2017
Q1 | $369K | Buy |
6,624
+881
| +15% | +$50K | 0.1% | 189 |
|
|
2016
Q4 | $317K | Buy |
+5,743
| New | +$289K | 0.09% | 196 |
|
|
2016
Q2 | – | Sell |
-5,640
| Closed | -$273K | – | 265 |
|
|
2016
Q1 | $273K | Sell |
5,640
-719
| -11% | -$35.2K | 0.07% | 209 |
|
|
2015
Q4 | $345K | Buy |
6,359
+262
| +4% | +$14.2K | 0.09% | 188 |
|
|
2015
Q3 | $313K | Sell |
6,097
-12
| -0.2% | -$660 | 0.08% | 184 |
|
|
2015
Q2 | $343K | Sell |
6,109
-54
| -0.9% | -$3.01K | 0.09% | 180 |
|
|
2015
Q1 | $335K | Buy |
6,163
+2,989
| +94% | +$162K | 0.08% | 189 |
|
|
2014
Q4 | $174K | Sell |
3,174
-835
| -21% | -$44.2K | 0.05% | 243 |
|
|
2014
Q3 | $208K | Buy |
4,009
+74
| +2% | +$3.81K | 0.06% | 216 |
|
|
2014
Q2 | $207K | Buy |
3,935
+37
| +0.9% | +$1.86K | 0.07% | 204 |
|
|
2014
Q1 | $194K | Sell |
3,898
-213
| -5% | -$9.92K | 0.08% | 184 |
|
|
2013
Q4 | $187K | Buy |
4,111
+2,368
| +136% | +$102K | 0.11% | 152 |
|
|
2013
Q3 | $72K | Buy |
1,743
+1
| +0.1% | +$43 | 0.04% | 268 |
|
|
2013
Q2 | $72K | Buy |
+1,742
| New | +$67.9K | 0.04% | 261 |
|
Other funds holding WFC
Regal Investment Advisors's WFC Position: Q2 2026 in Review
Regal Investment Advisors increased its Wells Fargo (WFC) stake by 2% in Q2 2026, buying an estimated $8.76K and bringing the position to 5,644 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #481.
Regal Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.45M in Q2 2017. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Regal Investment Advisors held 5,644 shares of Wells Fargo worth $466K as of Q2 2026.
- Regal Investment Advisors bought 109 Wells Fargo shares in Q2 2026, an estimated $8.76K.
- Wells Fargo made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #481 holding.
- Regal Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 28 quarters since.
- Regal Investment Advisors's Wells Fargo position peaked at $2.45M in Q2 2017.
- 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.