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Sandy Cove Advisors’s Wells Fargo WFC Stock Holding History

Sandy Cove 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 		$305K Buy
3,691
+75
+2% +$6.03K 0.08% 122
2026
Q1 		$288K Buy
3,616
+53
+1% +$4.55K 0.09% 117
2025
Q4 		$332K Buy
3,563
+134
+4% +$11.6K 0.1% 111
2025
Q3 		$287K Buy
3,429
+115
+3% +$9.33K 0.09% 111
2025
Q2 		$266K Buy
3,314
+481
+17% +$34.7K 0.1% 109
2025
Q1 		$203K Buy
+2,833
New +$213K 0.08% 118

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sandy Cove Advisors's WFC Position: Q2 2026 in Review

Sandy Cove Advisors increased its Wells Fargo (WFC) stake by 2.1% in Q2 2026, buying an estimated $6.03K and bringing the position to 3,691 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #122.

Sandy Cove Advisors first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $332K in Q4 2025. 680 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Sandy Cove Advisors held 3,691 shares of Wells Fargo worth $305K as of Q2 2026.
  • Sandy Cove Advisors bought 75 Wells Fargo shares in Q2 2026, an estimated $6.03K.
  • Wells Fargo made up 0.08% of Sandy Cove Advisors's portfolio in Q2 2026, its #122 holding.
  • Sandy Cove Advisors first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Sandy Cove Advisors's Wells Fargo position peaked at $332K in Q4 2025.
  • 680 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.