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Souders Financial Advisors’s Wells Fargo WFC Stock Holding History

Souders Financial 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 		$660K Buy
7,985
+2,201
+38% +$177K 0.07% 125
2026
Q1 		$460K Buy
5,784
+1,490
+35% +$128K 0.05% 147
2025
Q4 		$400K Buy
4,294
+449
+12% +$39K 0.05% 153
2025
Q3 		$322K Buy
3,845
+612
+19% +$49.6K 0.04% 172
2025
Q2 		$259K Buy
+3,233
New +$233K 0.03% 175

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

Souders Financial Advisors's WFC Position: Q2 2026 in Review

Souders Financial Advisors increased its Wells Fargo (WFC) stake by 38% in Q2 2026, buying an estimated $177K and bringing the position to 7,985 shares worth $660K. The position accounts for 0.07% of the portfolio, ranked #125.

Souders Financial Advisors first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Souders Financial Advisors held 7,985 shares of Wells Fargo worth $660K as of Q2 2026.
  • Souders Financial Advisors bought 2,201 Wells Fargo shares in Q2 2026, an estimated $177K.
  • Wells Fargo made up 0.07% of Souders Financial Advisors's portfolio in Q2 2026, its #125 holding.
  • Souders Financial Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.