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Savvy Advisors Inc’s Wells Fargo WFC Stock Holding History

Savvy Advisors Inc’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 		$4.18M Buy
50,524
+9,904
+24% +$796K 0.09% 179
2026
Q1 		$3.23M Buy
40,620
+11,926
+42% +$1.02M 0.09% 178
2025
Q4 		$2.67M Buy
28,694
+9,141
+47% +$794K 0.09% 182
2025
Q3 		$1.64M Buy
19,553
+2,404
+14% +$195K 0.08% 192
2025
Q2 		$1.37M Buy
17,149
+4,356
+34% +$314K 0.09% 160
2025
Q1 		$918K Buy
12,793
+1,408
+12% +$106K 0.09% 181
2024
Q4 		$800K Buy
11,385
+898
+9% +$61.3K 0.1% 176
2024
Q3 		$592K Buy
+10,487
New +$593K 0.12% 164

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

Savvy Advisors Inc's WFC Position: Q2 2026 in Review

Savvy Advisors Inc increased its Wells Fargo (WFC) stake by 24% in Q2 2026, buying an estimated $796K and bringing the position to 50,524 shares worth $4.18M. The position accounts for 0.09% of the portfolio, ranked #179.

Savvy Advisors Inc first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Savvy Advisors Inc held 50,524 shares of Wells Fargo worth $4.18M as of Q2 2026.
  • Savvy Advisors Inc bought 9,904 Wells Fargo shares in Q2 2026, an estimated $796K.
  • Wells Fargo made up 0.09% of Savvy Advisors Inc's portfolio in Q2 2026, its #179 holding.
  • Savvy Advisors Inc first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.