Spectrum Wealth Advisory Group’s Wells Fargo WFC Stock Holding History

Spectrum Wealth Advisory Group’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	$16.5K	Buy	+200	New	+$16.1K	﹤0.01%	221

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 $3.37T AUM 44.26% 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

Spectrum Wealth Advisory Group's WFC Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Wells Fargo (WFC) in Q2 2026: 200 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #221 among its holdings.

2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Spectrum Wealth Advisory Group held 200 shares of Wells Fargo worth $16.5K as of Q2 2026.
Wells Fargo was a new Spectrum Wealth Advisory Group position in Q2 2026.
Wells Fargo made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #221 holding.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.