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Roehl & Yi Investment Advisors’s Wells Fargo WFC Stock Holding History

Roehl & Yi 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 		$493K Sell
5,962
-57
-0.9% -$4.58K 0.16% 116
2026
Q1 		$479K Buy
6,019
+3,437
+133% +$295K 0.18% 98
2025
Q4 		$241K Buy
2,582
+57
+2% +$4.95K 0.1% 143
2025
Q3 		$212K Sell
2,525
-22
-0.9% -$1.78K 0.09% 149
2025
Q2 		$204K Buy
+2,547
New +$184K 0.1% 149

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

Roehl & Yi Investment Advisors's WFC Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Wells Fargo (WFC) stake by 0.95% in Q2 2026, selling an estimated $4.58K and leaving 5,962 shares worth $493K. The position accounts for 0.16% of the portfolio, ranked #116.

Roehl & Yi Investment Advisors first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. 2,865 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Roehl & Yi Investment Advisors held 5,962 shares of Wells Fargo worth $493K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 57 Wells Fargo shares in Q2 2026, an estimated $4.58K.
  • Wells Fargo made up 0.16% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • Roehl & Yi Investment Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • 2,865 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.