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Sax Wealth Advisors’s Wells Fargo WFC Stock Holding History

Sax 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 		$467K Buy
5,871
+417
+8% +$33.5K 0.02% 354
2026
Q1 		$508K Sell
5,454
-747
-12% -$64.2K 0.02% 286
2025
Q4 		$578K Sell
6,201
-327
-5% -$28.4K 0.03% 274
2025
Q3 		$547K Sell
6,528
-3,628
-36% -$294K 0.03% 259
2025
Q2 		$814K Buy
10,156
+6,287
+162% +$453K 0.05% 194
2025
Q1 		$278K Buy
+3,869
New +$290K 0.02% 308

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

Sax Wealth Advisors's WFC Position: Q2 2026 in Review

Sax Wealth Advisors increased its Wells Fargo (WFC) stake by 7.6% in Q2 2026, buying an estimated $33.5K and bringing the position to 5,871 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #354.

Sax Wealth Advisors first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $814K in Q2 2025. 656 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Sax Wealth Advisors held 5,871 shares of Wells Fargo worth $467K as of Q2 2026.
  • Sax Wealth Advisors bought 417 Wells Fargo shares in Q2 2026, an estimated $33.5K.
  • Wells Fargo made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #354 holding.
  • Sax Wealth Advisors first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Sax Wealth Advisors's Wells Fargo position peaked at $814K in Q2 2025.
  • 656 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.