SIA
WFC icon

Strategic Investment Advisors’s Wells Fargo WFC Stock Holding History

Strategic 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 		$1.14M Sell
13,844
-1,291
-9% -$104K 0.07% 140
2026
Q1 		$1.2M Buy
15,135
+6,776
+81% +$582K 0.08% 130
2025
Q4 		$779K Sell
8,359
-111
-1% -$9.64K 0.07% 118
2025
Q3 		$710K Sell
8,470
-1,412
-14% -$115K 0.06% 124
2025
Q2 		$783K Sell
9,882
-1,498
-13% -$108K 0.08% 116
2025
Q1 		$817K Sell
11,380
-1,126
-9% -$84.5K 0.09% 123
2024
Q4 		$878K Sell
12,506
-1,325
-10% -$90.5K 0.09% 122
2024
Q3 		$781K Sell
13,831
-448
-3% -$25.3K 0.09% 138
2024
Q2 		$848K Sell
14,279
-103
-0.7% -$6.08K 0.1% 125
2024
Q1 		$834K Sell
14,382
-2,316
-14% -$121K 0.11% 124
2023
Q4 		$822K Sell
16,698
-1,244
-7% -$53.7K 0.12% 113
2023
Q3 		$733K Sell
17,942
-15,370
-46% -$664K 0.12% 125
2023
Q2 		$1.42M Buy
33,312
+16,400
+97% +$660K 0.2% 52
2023
Q1 		$632K Sell
16,912
-215
-1% -$9.37K 0.11% 133
2022
Q4 		$707K Buy
17,127
+129
+0.8% +$5.71K 0.15% 121
2022
Q3 		$683K Buy
+16,998
New +$730K 0.15% 104

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 $3.38T AUM 44.17% 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

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

Strategic Investment Advisors reduced its Wells Fargo (WFC) stake by 8.5% in Q2 2026, selling an estimated $104K and leaving 13,844 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #140.

Strategic Investment Advisors first reported a position in WFC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.42M in Q2 2023. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Strategic Investment Advisors held 13,844 shares of Wells Fargo worth $1.14M as of Q2 2026.
  • Strategic Investment Advisors sold 1,291 Wells Fargo shares in Q2 2026, an estimated $104K.
  • Wells Fargo made up 0.07% of Strategic Investment Advisors's portfolio in Q2 2026, its #140 holding.
  • Strategic Investment Advisors first reported a position in Wells Fargo in Q3 2022 and has held it in 16 quarters since.
  • Strategic Investment Advisors's Wells Fargo position peaked at $1.42M in Q2 2023.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.