Scott Capital Advisors’s Wells Fargo WFC Stock Holding History

Scott Capital 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	$256K	Sell	3,098 -31	-1%	-$2.49K	0.04%	59
2026 Q1	$267K	Sell	3,129 -16	-0.5%	-$1.37K	0.05%	50
2025 Q4	$293K	Sell	3,145 -42	-1%	-$3.65K	0.06%	46
2025 Q3	$254K	Sell	3,187 -164	-5%	-$13.3K	0.06%	47
2025 Q2	$274K	Buy	3,351 +472	+16%	+$34K	0.07%	44
2025 Q1	$207K	Hold	2,879	–	–	0.06%	49
2024 Q4	$203K	Buy	+2,879	New	+$197K	0.06%	48

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Scott Capital Advisors's WFC Position: Q2 2026 in Review

Scott Capital Advisors reduced its Wells Fargo (WFC) stake by 0.99% in Q2 2026, selling an estimated $2.49K and leaving 3,098 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #59.

Scott Capital Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $293K in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Scott Capital Advisors held 3,098 shares of Wells Fargo worth $256K as of Q2 2026.
Scott Capital Advisors sold 31 Wells Fargo shares in Q2 2026, an estimated $2.49K.
Wells Fargo made up 0.04% of Scott Capital Advisors's portfolio in Q2 2026, its #59 holding.
Scott Capital Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Scott Capital Advisors's Wells Fargo position peaked at $293K in Q4 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.