Stratos Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $675K | Buy |
8,165
+1,355
| +20% | +$109K | 0.04% | 343 |
|
|
2026
Q1 | $542K | Sell |
6,810
-2,055
| -23% | -$177K | 0.03% | 369 |
|
|
2025
Q4 | $826K | Sell |
8,865
-486
| -5% | -$42.2K | 0.04% | 337 |
|
|
2025
Q3 | $784K | Buy |
9,351
+212
| +2% | +$17.2K | 0.04% | 364 |
|
|
2025
Q2 | $732K | Buy |
9,139
+84
| +0.9% | +$6.06K | 0.04% | 371 |
|
|
2025
Q1 | $650K | Buy |
9,055
+1,822
| +25% | +$137K | 0.04% | 383 |
|
|
2024
Q4 | $508K | Sell |
7,233
-230
| -3% | -$15.7K | 0.02% | 469 |
|
|
2024
Q3 | $422K | Buy |
7,463
+98
| +1% | +$5.54K | 0.02% | 535 |
|
|
2024
Q2 | $437K | Sell |
7,365
-384
| -5% | -$22.7K | 0.02% | 508 |
|
|
2024
Q1 | $449K | Sell |
7,749
-400
| -5% | -$20.9K | 0.03% | 481 |
|
|
2023
Q4 | $401K | Sell |
8,149
-12,880
| -61% | -$556K | 0.02% | 498 |
|
|
2023
Q3 | $859K | Buy |
21,029
+2,009
| +11% | +$86.7K | 0.06% | 334 |
|
|
2023
Q2 | $812K | Buy |
19,020
+204
| +1% | +$8.21K | 0.06% | 344 |
|
|
2023
Q1 | $703K | Sell |
18,816
-526
| -3% | -$22.9K | 0.05% | 357 |
|
|
2022
Q4 | $799K | Sell |
19,342
-1,691
| -8% | -$74.8K | 0.07% | 320 |
|
|
2022
Q3 | $846K | Sell |
21,033
-1,605
| -7% | -$69K | 0.09% | 267 |
|
|
2022
Q2 | $887K | Sell |
22,638
-600
| -3% | -$26.3K | 0.08% | 283 |
|
|
2022
Q1 | $1.13M | Sell |
23,238
-4,769
| -17% | -$255K | 0.09% | 260 |
|
|
2021
Q4 | $1.34M | Buy |
28,007
+1,137
| +4% | +$56K | 0.1% | 247 |
|
|
2021
Q3 | $1.25M | Sell |
26,870
-9,856
| -27% | -$456K | 0.11% | 228 |
|
|
2021
Q2 | $1.66M | Buy |
36,726
+76
| +0.2% | +$3.39K | 0.15% | 181 |
|
|
2021
Q1 | $1.43M | Buy |
36,650
+24,237
| +195% | +$858K | 0.15% | 171 |
|
|
2020
Q4 | $375K | Hold |
12,413
| – | – | 0.05% | 285 |
|
|
2020
Q3 | $292K | Sell |
12,413
-1,502
| -11% | -$37K | 0.07% | 258 |
|
|
2020
Q2 | $356K | Buy |
+13,915
| New | +$381K | 0.11% | 182 |
|
|
2020
Q1 | – | Sell |
-6,224
| Closed | -$335K | – | 304 |
|
|
2019
Q4 | $335K | Sell |
6,224
-16,704
| -73% | -$875K | 0.19% | 123 |
|
|
2019
Q3 | $1.16M | Buy |
22,928
+1,125
| +5% | +$53K | 0.44% | 57 |
|
|
2019
Q2 | $1.03M | Buy |
21,803
+5,826
| +36% | +$272K | 0.41% | 61 |
|
|
2019
Q1 | $772K | Sell |
15,977
-403
| -2% | -$19.8K | 0.42% | 62 |
|
|
2018
Q4 | $755K | Buy |
+16,380
| New | +$839K | 0.5% | 60 |
|
Other funds holding WFC
Stratos Wealth Advisors's WFC Position: Q2 2026 in Review
Stratos Wealth Advisors increased its Wells Fargo (WFC) stake by 20% in Q2 2026, buying an estimated $109K and bringing the position to 8,165 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #343.
Stratos Wealth Advisors first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.66M in Q2 2021. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Stratos Wealth Advisors held 8,165 shares of Wells Fargo worth $675K as of Q2 2026.
- Stratos Wealth Advisors bought 1,355 Wells Fargo shares in Q2 2026, an estimated $109K.
- Wells Fargo made up 0.04% of Stratos Wealth Advisors's portfolio in Q2 2026, its #343 holding.
- Stratos Wealth Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
- Stratos Wealth Advisors's Wells Fargo position peaked at $1.66M in Q2 2021.
- 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.