True Link Financial Advisors’s Wells Fargo WFC Stock Holding History

True Link 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	–	Sell	-1,971	Closed	-$157K	–	407
2026 Q1	$157K	Sell	1,971 -397	-17%	-$34.1K	0.01%	112
2025 Q4	$221K	Sell	2,368 -529	-18%	-$45.9K	0.01%	107
2025 Q3	$243K	Sell	2,897 -600	-17%	-$48.7K	0.02%	78
2025 Q2	$280K	Sell	3,497 -1,542	-31%	-$111K	0.02%	72
2025 Q1	$362K	Buy	+5,039	New	+$378K	0.03%	66
2021 Q4	–	Sell	-19	Closed	-$1K	–	810
2021 Q3	$1K	Buy	+19	New	+$879	﹤0.01%	775

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

True Link Financial Advisors's WFC Position: Q2 2026 in Review

True Link Financial Advisors sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 1,971 shares — an estimated $157K sold.

True Link Financial Advisors first reported a position in WFC in Q3 2021 and held it in 6 quarters. The position peaked at $362K in Q1 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

True Link Financial Advisors reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 1,971 Wells Fargo shares in Q2 2026, an estimated $157K.
True Link Financial Advisors first reported a position in Wells Fargo in Q3 2021 and held it in 6 quarters.
True Link Financial Advisors's Wells Fargo position peaked at $362K in Q1 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.