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SOA Wealth Advisors’s Wells Fargo WFC Stock Holding History

SOA 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 		$228K Hold
2,755
– – 0.04% 193
2026
Q1 		$219K Hold
2,755
– – 0.04% 184
2025
Q4 		$257K Sell
2,755
-223
-7% -$19.4K 0.04% 180
2025
Q3 		$250K Hold
2,978
– – 0.04% 182
2025
Q2 		$239K Sell
2,978
-100
-3% -$7.21K 0.04% 182
2025
Q1 		$221K Buy
3,078
+100
+3% +$7.51K 0.05% 174
2024
Q4 		$209K Hold
2,978
– – 0.04% 180
2024
Q3 		$168K Hold
2,978
– – 0.03% 200
2024
Q2 		$177K Hold
2,978
– – 0.04% 192
2024
Q1 		$173K Buy
2,978
+1,320
+80% +$69.1K 0.04% 193
2023
Q4 		$81.6K Sell
1,658
-60
-3% -$2.59K 0.02% 253
2023
Q3 		$70.2K Hold
1,718
– – 0.02% 255
2023
Q2 		$73.3K Hold
1,718
– – 0.02% 256
2023
Q1 		$64.2K Hold
1,718
– – 0.02% 260
2022
Q4 		$70.9K Hold
1,718
– – 0.02% 245
2022
Q3 		$69K Hold
1,718
– – 0.02% 233
2022
Q2 		$67K Sell
1,718
-238
-12% -$10.4K 0.02% 236
2022
Q1 		$94K Buy
1,956
+200
+11% +$10.7K 0.02% 234
2021
Q4 		$84K Hold
1,756
– – 0.02% 241
2021
Q3 		$81K Hold
1,756
– – 0.02% 253
2021
Q2 		$79K Buy
1,756
+98
+6% +$4.38K 0.02% 254
2021
Q1 		$64K Hold
1,658
– – 0.02% 242
2020
Q4 		$55K Buy
+1,658
New +$42.9K 0.02% 250

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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

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

SOA Wealth Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 2,755 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #193.

SOA Wealth Advisors first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $257K in Q4 2025. 644 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • SOA Wealth Advisors held 2,755 shares of Wells Fargo worth $228K as of Q2 2026.
  • SOA Wealth Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.04% of SOA Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • SOA Wealth Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Wells Fargo position peaked at $257K in Q4 2025.
  • 644 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.