Rise Advisors
WFC icon

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
Q3 		$289K Buy
3,606
+15
+0.4% +$1.3K 0.08% 74
2026
Q2 		$297K Buy
3,591
+207
+6% +$16.6K 0.08% 82
2026
Q1 		$273K Sell
3,384
-79
-2% -$6.78K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Rise Advisors's WFC Position: Q3 2026 in Review

Rise Advisors increased its Wells Fargo (WFC) stake by 0.42% in Q3 2026, buying an estimated $1.3K and bringing the position to 3,606 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #74.

Rise Advisors first reported a position in WFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $323K in Q4 2025. 1,771 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Rise Advisors held 3,606 shares of Wells Fargo worth $289K as of Q3 2026.
  • Rise Advisors bought 15 Wells Fargo shares in Q3 2026, an estimated $1.3K.
  • Wells Fargo made up 0.08% of Rise Advisors's portfolio in Q3 2026, its #74 holding.
  • Rise Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 20 quarters since.
  • Rise Advisors's Wells Fargo position peaked at $323K in Q4 2025.
  • 1,771 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.