Sovran Advisors’s Wells Fargo WFC Stock Holding History

Sovran 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	$220K	Buy	2,530 +71	+3%	+$5.71K	0.02%	569
2026 Q1	$202K	Hold	2,459	–	–	0.02%	564
2025 Q4	$219K	Buy	+2,459	New	+$213K	0.02%	518

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sovran Advisors's WFC Position: Q2 2026 in Review

Sovran Advisors increased its Wells Fargo (WFC) stake by 2.9% in Q2 2026, buying an estimated $5.71K and bringing the position to 2,530 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #569.

Sovran Advisors first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Sovran Advisors held 2,530 shares of Wells Fargo worth $220K as of Q2 2026.
Sovran Advisors bought 71 Wells Fargo shares in Q2 2026, an estimated $5.71K.
Wells Fargo made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #569 holding.
Sovran Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.