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Rise Advisors’s Wells Fargo WFC Stock Holding History

Rise 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 		$297K Buy
3,591
+207
+6% +$16.6K 0.08% 82
2026
Q1 		$273K Sell
3,384
-79
-2% -$6.79K 0.1% 79
2025
Q4 		$323K Sell
3,463
-193
-5% -$16.8K 0.12% 68
2025
Q3 		$306K Buy
3,656
+369
+11% +$29.9K 0.11% 70
2025
Q2 		$263K Sell
3,287
-85
-3% -$6.13K 0.1% 75
2025
Q1 		$242K Buy
3,372
+52
+2% +$3.9K 0.11% 77
2024
Q4 		$233K Buy
3,320
+17
+0.5% +$1.16K 0.11% 77
2024
Q3 		$187K Sell
3,303
-442
-12% -$25K 0.09% 99
2024
Q2 		$222K Buy
3,745
+22
+0.6% +$1.3K 0.12% 83
2024
Q1 		$216K Buy
3,723
+1,868
+101% +$97.7K 0.12% 86
2023
Q4 		$91.3K Buy
1,855
+800
+76% +$34.5K 0.06% 111
2023
Q3 		$43.1K Buy
1,055
+9
+0.9% +$389 0.03% 148
2023
Q2 		$44.6K Sell
1,046
-98
-9% -$3.94K 0.03% 156
2023
Q1 		$42.8K Sell
1,144
-148
-11% -$6.45K 0.03% 167
2022
Q4 		$53.4K Buy
1,292
+8
+0.6% +$354 0.04% 150
2022
Q3 		$52K Buy
1,284
+8
+0.6% +$344 0.04% 150
2022
Q2 		$50K Buy
1,276
+7
+0.6% +$307 0.05% 140
2022
Q1 		$61K Buy
1,269
+6
+0.5% +$321 0.05% 132
2021
Q4 		$60.6K Buy
+1,263
New +$62.2K 0.06% 131

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's WFC Position: Q2 2026 in Review

Rise Advisors increased its Wells Fargo (WFC) stake by 6.1% in Q2 2026, buying an estimated $16.6K and bringing the position to 3,591 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #82.

Rise Advisors first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $323K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Rise Advisors held 3,591 shares of Wells Fargo worth $297K as of Q2 2026.
  • Rise Advisors bought 207 Wells Fargo shares in Q2 2026, an estimated $16.6K.
  • Wells Fargo made up 0.08% of Rise Advisors's portfolio in Q2 2026, its #82 holding.
  • Rise Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Wells Fargo position peaked at $323K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.