SGL Investment Advisors’s Wells Fargo WFC Stock Holding History

SGL Investment 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	$544K	Sell	6,214 -3,540	-36%	-$284K	0.19%	94
2026 Q1	$718K	Buy	9,754 +290	+3%	+$24.9K	0.27%	75
2025 Q4	$871K	Sell	9,464 -179	-2%	-$15.5K	0.35%	62
2025 Q3	$842K	Buy	9,643 +599	+7%	+$48.6K	0.35%	58
2025 Q2	$738K	Buy	9,044 +4,921	+119%	+$355K	0.35%	58
2025 Q1	$302K	Buy	4,123 +562	+16%	+$42.2K	0.16%	91
2024 Q4	$282K	Sell	3,561 -25	-0.7%	-$1.71K	0.14%	88
2024 Q3	$261K	Buy	+3,586	New	+$203K	0.13%	89

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 $3.38T AUM 44.17% 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

SGL Investment Advisors's WFC Position: Q2 2026 in Review

SGL Investment Advisors reduced its Wells Fargo (WFC) stake by 36% in Q2 2026, selling an estimated $284K and leaving 6,214 shares worth $544K. The position accounts for 0.19% of the portfolio, ranked #94.

SGL Investment Advisors first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $871K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

SGL Investment Advisors held 6,214 shares of Wells Fargo worth $544K as of Q2 2026.
SGL Investment Advisors sold 3,540 Wells Fargo shares in Q2 2026, an estimated $284K.
Wells Fargo made up 0.19% of SGL Investment Advisors's portfolio in Q2 2026, its #94 holding.
SGL Investment Advisors first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
SGL Investment Advisors's Wells Fargo position peaked at $871K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.