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 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	-$1.57M	–	91
2022 Q1	$1.57M	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

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

Roberts Wealth Advisors's WFC Position: Q2 2026 in Review

Roberts Wealth Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 5,377 shares worth $444K. The position accounts for 0.1% of the portfolio, ranked #87.

Roberts Wealth Advisors first reported a position in WFC in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.63M in Q4 2021. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Roberts Wealth Advisors held 5,377 shares of Wells Fargo worth $444K as of Q2 2026.
Roberts Wealth Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.1% of Roberts Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Roberts Wealth Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 6 quarters since.
Roberts Wealth Advisors's Wells Fargo position peaked at $1.63M in Q4 2021.
2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.