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Register Financial Advisors’s Wells Fargo WFC Stock Holding History

Register Financial 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 		$390K Sell
4,720
-1,019
-18% -$81.9K 0.12% 162
2026
Q1 		$457K Buy
5,739
+426
+8% +$36.6K 0.17% 126
2025
Q4 		$495K Buy
5,313
+3
+0.1% +$260 0.19% 114
2025
Q3 		$445K Sell
5,310
-104
-2% -$8.43K 0.18% 121
2025
Q2 		$434K Buy
5,414
+100
+2% +$7.21K 0.19% 112
2025
Q1 		$381K Buy
5,314
+78
+1% +$5.86K 0.2% 117
2024
Q4 		$368K Sell
5,236
-196
-4% -$13.4K 0.18% 119
2024
Q3 		$307K Buy
5,432
+7
+0.1% +$396 0.16% 134
2024
Q2 		$322K Sell
5,425
-195
-3% -$11.5K 0.16% 125
2024
Q1 		$326K Sell
5,620
-231
-4% -$12.1K 0.17% 124
2023
Q4 		$288K Buy
5,851
+595
+11% +$25.7K 0.19% 123
2023
Q3 		$215K Buy
5,256
+1,039
+25% +$44.9K 0.16% 126
2023
Q2 		$180K Sell
4,217
-64
-1% -$2.58K 0.13% 148
2023
Q1 		$160K Buy
4,281
+1,402
+49% +$61.1K 0.13% 144
2022
Q4 		$119K Buy
+2,879
New +$127K 0.08% 214

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
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

Register Financial Advisors's WFC Position: Q2 2026 in Review

Register Financial Advisors reduced its Wells Fargo (WFC) stake by 18% in Q2 2026, selling an estimated $81.9K and leaving 4,720 shares worth $390K. The position accounts for 0.12% of the portfolio, ranked #162.

Register Financial Advisors first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $495K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Register Financial Advisors held 4,720 shares of Wells Fargo worth $390K as of Q2 2026.
  • Register Financial Advisors sold 1,019 Wells Fargo shares in Q2 2026, an estimated $81.9K.
  • Wells Fargo made up 0.12% of Register Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • Register Financial Advisors first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Register Financial Advisors's Wells Fargo position peaked at $495K in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.