Roberts Wealth Advisors’s Wells Fargo WFC Stock Holding History

Roberts Wealth 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	$381K	Sell	4,755 -622	-12%	-$53.8K	0.09%	90
2026 Q2	$444K	Hold	5,377	–	–	0.1%	87
2026 Q1	$428K	Buy	5,377 +621	+13%	+$53.3K	0.11%	86
2025 Q4	$443K	Buy	+4,756	New	+$413K	0.12%	82
2022 Q2	–	Sell	-32,324	Closed	-$1.58M	–	91
2022 Q1	$1.58M	Buy	32,324 +239	+0.7%	+$12.8K	0.62%	49
2021 Q4	$1.63M	Buy	32,085 +1,410	+5%	+$69.4K	0.59%	51
2021 Q3	$1.42M	Buy	+30,675	New	+$1.42M	0.56%	53

Other funds holding WFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Roberts Wealth Advisors's WFC Position: Q3 2026 in Review

Roberts Wealth Advisors reduced its Wells Fargo (WFC) stake by 12% in Q3 2026, selling an estimated $53.8K and leaving 4,755 shares worth $381K. The position accounts for 0.09% of the portfolio, ranked #90.

Roberts Wealth Advisors first reported a position in WFC in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2021. 1,947 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Roberts Wealth Advisors held 4,755 shares of Wells Fargo worth $381K as of Q3 2026.
Roberts Wealth Advisors sold 622 Wells Fargo shares in Q3 2026, an estimated $53.8K.
Wells Fargo made up 0.09% of Roberts Wealth Advisors's portfolio in Q3 2026, its #90 holding.
Roberts Wealth Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 7 quarters since.
Roberts Wealth Advisors's Wells Fargo position peaked at $1.63M in Q4 2021.
1,947 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.