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Spartan Wealth Advisory Services LLC’s Wells Fargo WFC Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$2.62M Sell
31,748
-1,099
-3% -$88.3K 0.21% 98
2026
Q1 		$2.61M Buy
+32,847
New +$2.82M 0.23% 91

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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's WFC Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Wells Fargo (WFC) stake by 3.3% in Q2 2026, selling an estimated $88.3K and leaving 31,748 shares worth $2.62M. The position accounts for 0.21% of the portfolio, ranked #98.

Spartan Wealth Advisory Services LLC first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,741 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 31,748 shares of Wells Fargo worth $2.62M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 1,099 Wells Fargo shares in Q2 2026, an estimated $88.3K.
  • Wells Fargo made up 0.21% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #98 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
  • 2,741 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.