Tobias Financial Advisors’s Wells Fargo WFC Stock Holding History

Tobias Financial 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	$289K	Sell	3,496 -3	-0.1%	-$241	0.04%	119
2026 Q1	$279K	Sell	3,499 -602	-15%	-$51.7K	0.04%	115
2025 Q4	$382K	Buy	4,101 +711	+21%	+$61.7K	0.05%	97
2025 Q3	$284K	Buy	3,390 +368	+12%	+$29.8K	0.04%	101
2025 Q2	$242K	Buy	3,022 +202	+7%	+$14.6K	0.04%	106
2025 Q1	$202K	Buy	+2,820	New	+$212K	0.04%	109
2023 Q3	–	Sell	-5,908	Closed	-$252K	–	99
2023 Q2	$252K	Buy	+5,908	New	+$238K	0.07%	81
2020 Q1	–	Sell	-100	Closed	-$5K	–	292
2019 Q4	$5K	Buy	+100	New	+$5.24K	﹤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 $3.38T 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

Tobias Financial Advisors's WFC Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Wells Fargo (WFC) stake by 0.09% in Q2 2026, selling an estimated $241 and leaving 3,496 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #119.

Tobias Financial Advisors first reported a position in WFC in Q4 2019 and has held it in 8 quarters since. The position peaked at $382K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Tobias Financial Advisors held 3,496 shares of Wells Fargo worth $289K as of Q2 2026.
Tobias Financial Advisors sold 3 Wells Fargo shares in Q2 2026, an estimated $241.
Wells Fargo made up 0.04% of Tobias Financial Advisors's portfolio in Q2 2026, its #119 holding.
Tobias Financial Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 8 quarters since.
Tobias Financial Advisors's Wells Fargo position peaked at $382K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.