TRUE Private Wealth Advisors’s Wells Fargo WFC Stock Holding History

TRUE Private Wealth 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	$1.79M	Sell	21,688 -89	-0.4%	-$7.15K	0.15%	91
2026 Q1	$1.73M	Buy	21,777 +102	+0.5%	+$8.76K	0.17%	80
2025 Q4	$2.02M	Sell	21,675 -559	-3%	-$48.5K	0.2%	74
2025 Q3	$1.86M	Buy	22,234 +1,733	+8%	+$141K	0.19%	80
2025 Q2	$1.64M	Buy	20,501 +211	+1%	+$15.2K	0.18%	83
2025 Q1	$1.46M	Sell	20,290 -7	-0%	-$526	0.18%	78
2024 Q4	$1.43M	Sell	20,297 -1,951	-9%	-$133K	0.17%	79
2024 Q3	$1.26M	Sell	22,248 -1,737	-7%	-$98.2K	0.15%	84
2024 Q2	$1.42M	Sell	23,985 -600	-2%	-$35.4K	0.16%	82
2024 Q1	$1.42M	Sell	24,585 -1,122	-4%	-$58.7K	0.16%	78
2023 Q4	$1.27M	Sell	25,707 -30	-0.1%	-$1.29K	0.16%	85
2023 Q3	$1.05M	Buy	25,737 +256	+1%	+$11.1K	0.15%	88
2023 Q2	$1.09M	Hold	25,481	–	–	0.16%	82
2023 Q1	$952K	Sell	25,481 -185	-0.7%	-$8.06K	0.14%	85
2022 Q4	$1.06M	Buy	25,666 +1	+0%	+$44	0.16%	71
2022 Q3	$1.03M	Hold	25,665	–	–	0.16%	66
2022 Q2	$1M	Hold	25,665	–	–	0.15%	79
2022 Q1	$1.18M	Sell	25,665 -80	-0.3%	-$4.28K	0.17%	77
2021 Q4	$1.24M	Buy	25,745 +1,746	+7%	+$86K	0.18%	80
2021 Q3	$1.11M	Buy	23,999 +1,042	+5%	+$48.2K	0.16%	83
2021 Q2	$1.04M	Sell	22,957 -3,487	-13%	-$156K	0.15%	83
2021 Q1	$1.03M	Buy	26,444 +4,116	+18%	+$146K	0.17%	84
2020 Q4	$673K	Buy	22,328 +1,500	+7%	+$38.8K	0.11%	102
2020 Q3	$489K	Sell	20,828 -3,273	-14%	-$80.7K	0.08%	126
2020 Q2	$616K	Sell	24,101 -2,849	-11%	-$77.9K	0.11%	102
2020 Q1	$773K	Sell	26,950 -7,526	-22%	-$320K	0.16%	75
2019 Q4	$1.85M	Buy	34,476 +3,144	+10%	+$165K	0.28%	52
2019 Q3	$1.58M	Sell	31,332 -6,474	-17%	-$305K	0.27%	54
2019 Q2	$1.79M	Sell	37,806 -1,920	-5%	-$89.8K	0.3%	47
2019 Q1	$1.92M	Sell	39,726 -3,688	-8%	-$181K	0.37%	50
2018 Q4	$2M	Sell	43,414 -849	-2%	-$43.5K	0.35%	55
2018 Q3	$2.33M	Buy	44,263 +2,522	+6%	+$144K	0.33%	59
2018 Q2	$2.31M	Sell	41,741 -361	-0.9%	-$19.3K	0.36%	53
2018 Q1	$2.21M	Sell	42,102 -573	-1%	-$34K	0.38%	48
2017 Q4	$2.59M	Buy	42,675 +3,250	+8%	+$184K	0.45%	44
2017 Q3	$2.17M	Sell	39,425 -701	-2%	-$37.3K	0.49%	34
2017 Q2	$2.22M	Buy	40,126 +1,607	+4%	+$86.1K	0.52%	33
2017 Q1	$2.11M	Sell	38,519 -1,449	-4%	-$82.2K	0.48%	32
2016 Q4	$2.23M	Buy	39,968 +43	+0.1%	+$2.16K	0.55%	27
2016 Q3	$1.79M	Sell	39,925 -5,017	-11%	-$240K	0.57%	30
2016 Q2	$2.13M	Sell	44,942 -2,171	-5%	-$106K	0.71%	30
2016 Q1	$2.28M	Buy	47,113 +10,682	+29%	+$523K	0.89%	25
2015 Q4	$1.98M	Buy	+36,431	New	+$1.98M	0.87%	24

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

TRUE Private Wealth Advisors's WFC Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Wells Fargo (WFC) stake by 0.41% in Q2 2026, selling an estimated $7.15K and leaving 21,688 shares worth $1.79M. The position accounts for 0.15% of the portfolio, ranked #91.

TRUE Private Wealth Advisors first reported a position in WFC in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.59M in Q4 2017. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

TRUE Private Wealth Advisors held 21,688 shares of Wells Fargo worth $1.79M as of Q2 2026.
TRUE Private Wealth Advisors sold 89 Wells Fargo shares in Q2 2026, an estimated $7.15K.
Wells Fargo made up 0.15% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #91 holding.
TRUE Private Wealth Advisors first reported a position in Wells Fargo in Q4 2015 and has held it in 43 quarters since.
TRUE Private Wealth Advisors's Wells Fargo position peaked at $2.59M in Q4 2017.
806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.