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Skyline Advisors’s Wells Fargo WFC Stock Holding History

Skyline 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 		$227K Hold
2,742
– – 0.07% 116
2026
Q1 		$218K Sell
2,742
-32
-1% -$2.75K 0.08% 113
2025
Q4 		$259K Buy
2,774
+32
+1% +$2.78K 0.09% 85
2025
Q3 		$230K Hold
2,742
– – 0.08% 89
2025
Q2 		$220K Buy
+2,742
New +$198K 0.08% 89
2024
Q2 		– Sell
-4,132
Closed -$240K – 82
2024
Q1 		$240K Sell
4,132
-199
-5% -$10.4K 0.11% 74
2023
Q4 		$213K Buy
+4,331
New +$187K 0.1% 77

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Skyline Advisors's WFC Position: Q2 2026 in Review

Skyline Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 2,742 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #116.

Skyline Advisors first reported a position in WFC in Q4 2023 and has held it in 7 quarters since. The position peaked at $259K in Q4 2025. 557 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Skyline Advisors held 2,742 shares of Wells Fargo worth $227K as of Q2 2026.
  • Skyline Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.07% of Skyline Advisors's portfolio in Q2 2026, its #116 holding.
  • Skyline Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 7 quarters since.
  • Skyline Advisors's Wells Fargo position peaked at $259K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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