RIA Advisory Group’s Wells Fargo WFC Stock Holding History

RIA Advisory Group’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	$1.43M	Sell	17,358 -17	-0.1%	-$1.37K	0.31%	49
2026 Q1	$1.38M	Buy	17,375 +3	+0%	+$258	0.33%	46
2025 Q4	$1.62M	Sell	17,372 -491	-3%	-$42.6K	0.39%	40
2025 Q3	$1.5M	Buy	17,863 +17	+0.1%	+$1.38K	0.38%	46
2025 Q2	$1.43M	Buy	17,846 +3	+0%	+$216	0.42%	40
2025 Q1	$1.28M	Sell	17,843 -3,006	-14%	-$226K	0.42%	43
2024 Q4	$1.46M	Sell	20,849 -411	-2%	-$28.1K	0.5%	34
2024 Q3	$1.2M	Buy	+21,260	New	+$1.2M	0.42%	38
2024 Q1	$1.39M	Buy	+23,930	New	+$1.25M	0.56%	27
2023 Q4	–	Sell	-20,633	Closed	-$843K	–	199
2023 Q3	$843K	Buy	20,633 +711	+4%	+$30.7K	0.38%	36
2023 Q2	$850K	Sell	19,922 -694	-3%	-$27.9K	0.37%	41
2023 Q1	$771K	Buy	+20,616	New	+$899K	0.35%	43

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RIA Advisory Group's WFC Position: Q2 2026 in Review

RIA Advisory Group reduced its Wells Fargo (WFC) stake by 0.1% in Q2 2026, selling an estimated $1.37K and leaving 17,358 shares worth $1.43M. The position accounts for 0.31% of the portfolio, ranked #49.

RIA Advisory Group first reported a position in WFC in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

RIA Advisory Group held 17,358 shares of Wells Fargo worth $1.43M as of Q2 2026.
RIA Advisory Group sold 17 Wells Fargo shares in Q2 2026, an estimated $1.37K.
Wells Fargo made up 0.31% of RIA Advisory Group's portfolio in Q2 2026, its #49 holding.
RIA Advisory Group first reported a position in Wells Fargo in Q1 2023 and has held it in 12 quarters since.
RIA Advisory Group's Wells Fargo position peaked at $1.62M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.