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Scarborough Advisors’s Wells Fargo WFC Stock Holding History

Scarborough 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 		– Sell
-457
Closed -$36.4K – 700
2026
Q1 		$36.4K Buy
+457
New +$39.3K ﹤0.01% 268
2024
Q1 		– Sell
-431
Closed -$21.2K – 740
2023
Q4 		$21.2K Buy
+431
New +$18.6K ﹤0.01% 276

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Scarborough Advisors's WFC Position: Q2 2026 in Review

Scarborough Advisors sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 457 shares — an estimated $36.4K sold.

Scarborough Advisors first reported a position in WFC in Q4 2023 and held it in 2 quarters. The position peaked at $36.4K in Q1 2026. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Scarborough Advisors reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 457 Wells Fargo shares in Q2 2026, an estimated $36.4K.
  • Scarborough Advisors first reported a position in Wells Fargo in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Wells Fargo position peaked at $36.4K in Q1 2026.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.