SIA
WFC icon

Soltis Investment Advisors’s Wells Fargo WFC Stock Holding History

Soltis 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 		$3.28M Buy
39,643
+4,962
+14% +$399K 0.18% 122
2026
Q1 		$2.76M Buy
34,681
+88
+0.3% +$7.56K 0.17% 129
2025
Q4 		$3.22M Buy
34,593
+4,930
+17% +$428K 0.21% 111
2025
Q3 		$2.49M Buy
29,663
+5,064
+21% +$411K 0.17% 125
2025
Q2 		$1.97M Buy
24,599
+459
+2% +$33.1K 0.15% 129
2025
Q1 		$1.73M Buy
24,140
+281
+1% +$21.1K 0.15% 137
2024
Q4 		$1.68M Buy
23,859
+875
+4% +$59.7K 0.16% 137
2024
Q3 		$1.3M Sell
22,984
-1,305
-5% -$73.8K 0.13% 142
2024
Q2 		$1.44M Buy
24,289
+2,036
+9% +$120K 0.15% 136
2024
Q1 		$1.29M Sell
22,253
-343
-2% -$17.9K 0.14% 140
2023
Q4 		$1.11M Sell
22,596
-94,804
-81% -$4.09M 0.13% 136
2023
Q3 		$4.8M Buy
117,400
+87,389
+291% +$3.77M 0.62% 51
2023
Q2 		$1.28M Buy
30,011
+365
+1% +$14.7K 0.15% 122
2023
Q1 		$1.11M Buy
29,646
+3,672
+14% +$160K 0.14% 128
2022
Q4 		$1.07M Sell
25,974
-1,493
-5% -$66.1K 0.14% 124
2022
Q3 		$1.1M Sell
27,467
-1,205
-4% -$51.8K 0.17% 120
2022
Q2 		$1.12M Buy
28,672
+4,112
+17% +$180K 0.16% 118
2022
Q1 		$1.19M Buy
24,560
+7,375
+43% +$395K 0.17% 117
2021
Q4 		$825K Buy
17,185
+19
+0.1% +$935 0.12% 138
2021
Q3 		$797K Sell
17,166
-462
-3% -$21.4K 0.12% 131
2021
Q2 		$798K Sell
17,628
-281
-2% -$12.5K 0.13% 129
2021
Q1 		$700K Sell
17,909
-10,385
-37% -$368K 0.13% 122
2020
Q4 		$854K Sell
28,294
-1,212
-4% -$31.4K 0.16% 106
2020
Q3 		$694K Buy
29,506
+1,909
+7% +$47K 0.16% 107
2020
Q2 		$706K Sell
27,597
-11,876
-30% -$325K 0.18% 89
2020
Q1 		$1.13M Buy
39,473
+4,643
+13% +$197K 0.35% 45
2019
Q4 		$1.87M Buy
+34,830
New +$1.82M 0.36% 43

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Soltis Investment Advisors increased its Wells Fargo (WFC) stake by 14% in Q2 2026, buying an estimated $399K and bringing the position to 39,643 shares worth $3.28M. The position accounts for 0.18% of the portfolio, ranked #122.

Soltis Investment Advisors first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.8M in Q3 2023. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Soltis Investment Advisors held 39,643 shares of Wells Fargo worth $3.28M as of Q2 2026.
  • Soltis Investment Advisors bought 4,962 Wells Fargo shares in Q2 2026, an estimated $399K.
  • Wells Fargo made up 0.18% of Soltis Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • Soltis Investment Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Wells Fargo position peaked at $4.8M in Q3 2023.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.