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 Q3	$1.39M	Buy	17,361 +3	+0%	+$260	0.39%	40
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

RIA Advisory Group's WFC Position: Q3 2026 in Review

RIA Advisory Group increased its Wells Fargo (WFC) stake by 0.02% in Q3 2026, buying an estimated $260 and bringing the position to 17,361 shares worth $1.39M. The position accounts for 0.39% of the portfolio, ranked #40.

RIA Advisory Group first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.62M in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

RIA Advisory Group held 17,361 shares of Wells Fargo worth $1.39M as of Q3 2026.
RIA Advisory Group bought 3 Wells Fargo shares in Q3 2026, an estimated $260.
Wells Fargo made up 0.39% of RIA Advisory Group's portfolio in Q3 2026, its #40 holding.
RIA Advisory Group first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
RIA Advisory Group's Wells Fargo position peaked at $1.62M in Q4 2025.
863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.