Richwood Investment Advisors’s Wells Fargo WFC Stock Holding History

Richwood Investment 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	$980K	Sell	11,864 -633	-5%	-$50.9K	0.69%	30
2026 Q1	$995K	Hold	12,497	–	–	0.77%	29
2025 Q4	$1.17M	Sell	12,497 -300	-2%	-$26K	0.84%	26
2025 Q3	$1.07M	Hold	12,797	–	–	0.84%	29
2025 Q2	$1.03M	Sell	12,797 -137	-1%	-$9.88K	0.84%	28
2025 Q1	$929K	Sell	12,934 -183	-1%	-$13.7K	0.79%	27
2024 Q4	$921K	Sell	13,117 -300	-2%	-$20.5K	0.77%	29
2024 Q3	$758K	Sell	13,417 -150	-1%	-$8.48K	0.63%	37
2024 Q2	$806K	Sell	13,567 -50	-0.4%	-$2.95K	0.71%	32
2024 Q1	$789K	Hold	13,617	–	–	0.7%	34
2023 Q4	$670K	Sell	13,617 -816	-6%	-$35.2K	0.63%	39
2023 Q3	$590K	Sell	14,433 -50	-0.3%	-$2.16K	0.6%	45
2023 Q2	$618K	Sell	14,483 -498	-3%	-$20K	0.6%	44
2023 Q1	$560K	Sell	14,981 -300	-2%	-$13.1K	0.56%	50
2022 Q4	$631K	Sell	15,281 -844	-5%	-$37.4K	0.63%	39
2022 Q3	$649K	Sell	16,125 -970	-6%	-$41.7K	0.71%	34
2022 Q2	$670K	Hold	17,095	–	–	0.68%	37
2022 Q1	$828K	Sell	17,095 -100	-0.6%	-$5.35K	0.74%	35
2021 Q4	$825K	Buy	+17,195	New	+$847K	0.72%	35

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

Richwood Investment Advisors's WFC Position: Q2 2026 in Review

Richwood Investment Advisors reduced its Wells Fargo (WFC) stake by 5.1% in Q2 2026, selling an estimated $50.9K and leaving 11,864 shares worth $980K. The position accounts for 0.69% of the portfolio, ranked #30.

Richwood Investment Advisors first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Richwood Investment Advisors held 11,864 shares of Wells Fargo worth $980K as of Q2 2026.
Richwood Investment Advisors sold 633 Wells Fargo shares in Q2 2026, an estimated $50.9K.
Wells Fargo made up 0.69% of Richwood Investment Advisors's portfolio in Q2 2026, its #30 holding.
Richwood Investment Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
Richwood Investment Advisors's Wells Fargo position peaked at $1.17M in Q4 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.