SFMG Wealth Advisors’s Wells Fargo WFC Stock Holding History

SFMG 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	$471K	Buy	5,703 +1,683	+42%	+$135K	0.03%	202
2026 Q1	$320K	Buy	4,020 +122	+3%	+$10.5K	0.02%	242
2025 Q4	$363K	Buy	3,898 +180	+5%	+$15.6K	0.02%	222
2025 Q3	$312K	Buy	+3,718	New	+$302K	0.02%	226
2023 Q4	–	Sell	-6,036	Closed	-$247K	–	285
2023 Q3	$247K	Buy	+6,036	New	+$261K	0.03%	202
2015 Q2	–	Sell	-4,007	Closed	-$218K	–	170
2015 Q1	$218K	Buy	+4,007	New	+$217K	0.02%	162

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SFMG Wealth Advisors increased its Wells Fargo (WFC) stake by 42% in Q2 2026, buying an estimated $135K and bringing the position to 5,703 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #202.

SFMG Wealth Advisors first reported a position in WFC in Q1 2015 and has held it in 6 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

SFMG Wealth Advisors held 5,703 shares of Wells Fargo worth $471K as of Q2 2026.
SFMG Wealth Advisors bought 1,683 Wells Fargo shares in Q2 2026, an estimated $135K.
Wells Fargo made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #202 holding.
SFMG Wealth Advisors first reported a position in Wells Fargo in Q1 2015 and has held it in 6 quarters since.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.