Sierra Summit Advisors’s Wells Fargo WFC Stock Holding History

Sierra Summit 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	$2.7M	Sell	32,665 -31,394	-49%	-$2.52M	0.3%	55
2026 Q1	$5.1M	Buy	64,059 +58,911	+1,144%	+$5.06M	0.74%	38
2025 Q4	$480K	Hold	5,148	–	–	0.07%	150
2025 Q3	$432K	Hold	5,148	–	–	0.07%	160
2025 Q2	$412K	Hold	5,148	–	–	0.07%	156
2025 Q1	$370K	Sell	5,148 -120	-2%	-$9.01K	0.08%	159
2024 Q4	$370K	Hold	5,268	–	–	0.07%	132
2024 Q3	$298K	Sell	5,268 -2,133	-29%	-$121K	0.07%	130
2024 Q2	$440K	Buy	7,401 +467	+7%	+$27.6K	0.11%	101
2024 Q1	$402K	Sell	6,934 -5,200	-43%	-$272K	0.11%	105
2023 Q4	$597K	Buy	+12,134	New	+$524K	0.17%	75

Other funds holding WFC

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Sierra Summit Advisors's WFC Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Wells Fargo (WFC) stake by 49% in Q2 2026, selling an estimated $2.52M and leaving 32,665 shares worth $2.7M. The position accounts for 0.3% of the portfolio, ranked #55.

Sierra Summit Advisors first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.1M in Q1 2026. 914 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Sierra Summit Advisors held 32,665 shares of Wells Fargo worth $2.7M as of Q2 2026.
Sierra Summit Advisors sold 31,394 Wells Fargo shares in Q2 2026, an estimated $2.52M.
Wells Fargo made up 0.3% of Sierra Summit Advisors's portfolio in Q2 2026, its #55 holding.
Sierra Summit Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Sierra Summit Advisors's Wells Fargo position peaked at $5.1M in Q1 2026.
914 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.