SageView Advisory Group’s Wells Fargo WFC Stock Holding History

SageView Advisory Group’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	$655K	Buy	7,932 +134	+2%	+$10.8K	0.02%	321
2026 Q1	$621K	Sell	7,798 -5,381	-41%	-$462K	0.02%	310
2025 Q4	$1.23M	Sell	13,179 -4,239	-24%	-$368K	0.04%	227
2025 Q3	$1.46M	Buy	17,418 +2,130	+14%	+$173K	0.05%	212
2025 Q2	$1.27M	Buy	15,288 +547	+4%	+$39.4K	0.05%	209
2025 Q1	$1.06M	Buy	14,741 +297	+2%	+$22.3K	0.05%	217
2024 Q4	$1.01M	Buy	14,444 +3,626	+34%	+$248K	0.04%	221
2024 Q3	$611K	Sell	10,818 -9,165	-46%	-$518K	0.03%	265
2024 Q2	$1.19M	Buy	+19,983	New	+$1.18M	0.06%	198
2024 Q1	–	Sell	-18,164	Closed	-$930K	–	831
2023 Q4	$930K	Buy	18,164 +11,414	+169%	+$493K	0.04%	270
2023 Q3	$276K	Buy	6,750 +231	+4%	+$9.97K	0.02%	440
2023 Q2	$278K	Buy	6,519 +796	+14%	+$32K	0.02%	461
2023 Q1	$214K	Sell	5,723 -580	-9%	-$25.3K	0.01%	440
2022 Q4	$260K	Buy	+6,303	New	+$279K	0.02%	353

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

SageView Advisory Group's WFC Position: Q2 2026 in Review

SageView Advisory Group increased its Wells Fargo (WFC) stake by 1.7% in Q2 2026, buying an estimated $10.8K and bringing the position to 7,932 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #321.

SageView Advisory Group first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.46M in Q3 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

SageView Advisory Group held 7,932 shares of Wells Fargo worth $655K as of Q2 2026.
SageView Advisory Group bought 134 Wells Fargo shares in Q2 2026, an estimated $10.8K.
Wells Fargo made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #321 holding.
SageView Advisory Group first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Wells Fargo position peaked at $1.46M in Q3 2025.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.