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Signature Estate & Investment Advisors’s Wells Fargo WFC Stock Holding History

Signature Estate & 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 		$907K Buy
10,954
+20
+0.2% +$1.61K 0.02% 292
2026
Q1 		$870K Buy
10,934
+1,356
+14% +$116K 0.02% 295
2025
Q4 		$893K Sell
9,578
-1,443
-13% -$125K 0.02% 271
2025
Q3 		$924K Buy
11,021
+1,669
+18% +$135K 0.02% 258
2025
Q2 		$749K Buy
9,352
+859
+10% +$61.9K 0.02% 277
2025
Q1 		$610K Sell
8,493
-199
-2% -$14.9K 0.02% 301
2024
Q4 		$610K Buy
8,692
+2,177
+33% +$149K 0.02% 295
2024
Q3 		$368K Buy
6,515
+45
+0.7% +$2.54K 0.01% 374
2024
Q2 		$384K Buy
+6,470
New +$382K 0.01% 341
2019
Q3 		– Sell
-4,658
Closed -$221K – 166
2019
Q2 		$221K Sell
4,658
-500
-10% -$23.4K 0.01% 143
2019
Q1 		$249K Buy
5,158
+100
+2% +$4.92K 0.02% 143
2018
Q4 		$233K Buy
5,058
+105
+2% +$5.38K 0.02% 134
2018
Q3 		$260K Buy
+4,953
New +$283K 0.02% 112
2017
Q3 		– Sell
-1,841
Closed -$102K – 158
2017
Q2 		$102K Sell
1,841
-392
-18% -$21K 0.01% 143
2017
Q1 		$124K Buy
+2,233
New +$127K 0.02% 175
2016
Q3 		– Sell
-7,221
Closed -$342K – 171
2016
Q2 		$342K Buy
+7,221
New +$352K 0.05% 94

Other funds holding WFC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Signature Estate & Investment Advisors's WFC Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Wells Fargo (WFC) stake by 0.18% in Q2 2026, buying an estimated $1.61K and bringing the position to 10,954 shares worth $907K. The position accounts for 0.02% of the portfolio, ranked #292.

Signature Estate & Investment Advisors first reported a position in WFC in Q2 2016 and has held it in 16 quarters since. The position peaked at $924K in Q3 2025. 1,698 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Signature Estate & Investment Advisors held 10,954 shares of Wells Fargo worth $907K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 20 Wells Fargo shares in Q2 2026, an estimated $1.61K.
  • Wells Fargo made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #292 holding.
  • Signature Estate & Investment Advisors first reported a position in Wells Fargo in Q2 2016 and has held it in 16 quarters since.
  • Signature Estate & Investment Advisors's Wells Fargo position peaked at $924K in Q3 2025.
  • 1,698 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.