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Sarver Vrooman Wealth Advisors’s Wells Fargo WFC Stock Holding History

Sarver Vrooman 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 		$429 Hold
5
– – ﹤0.01% 140
2026
Q1 		$398 Hold
5
– – ﹤0.01% 132
2025
Q4 		$466 Hold
5
– – ﹤0.01% 131
2025
Q3 		$419 Hold
5
– – ﹤0.01% 125
2025
Q2 		$400 Hold
5
– – ﹤0.01% 122
2025
Q1 		$358 Buy
+5
New +$375 ﹤0.01% 119

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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's WFC Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 5 shares worth $429. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Sarver Vrooman Wealth Advisors first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $466 in Q4 2025. 567 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 5 shares of Wells Fargo worth $429 as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up ﹤0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Wells Fargo position peaked at $466 in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.