Tulsa Wealth Advisors’s Wells Fargo WFC Stock Holding History

Tulsa 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	$2.97M	Buy	35,971 +10,027	+39%	+$806K	0.42%	46
2026 Q1	$2.07M	Sell	25,944 -9,683	-27%	-$832K	0.36%	48
2025 Q4	$3.32M	Buy	+35,627	New	+$3.09M	1.1%	26

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 $3.37T AUM 44.26% 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

Tulsa Wealth Advisors's WFC Position: Q2 2026 in Review

Tulsa Wealth Advisors increased its Wells Fargo (WFC) stake by 39% in Q2 2026, buying an estimated $806K and bringing the position to 35,971 shares worth $2.97M. The position accounts for 0.42% of the portfolio, ranked #46.

Tulsa Wealth Advisors first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.32M in Q4 2025. 2,851 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Tulsa Wealth Advisors held 35,971 shares of Wells Fargo worth $2.97M as of Q2 2026.
Tulsa Wealth Advisors bought 10,027 Wells Fargo shares in Q2 2026, an estimated $806K.
Wells Fargo made up 0.42% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Tulsa Wealth Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
Tulsa Wealth Advisors's Wells Fargo position peaked at $3.32M in Q4 2025.
2,851 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.