Ulland Investment Advisors’s Wells Fargo WFC Stock Holding History

Ulland Investment 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	$113K	Hold	1,370	–	–	0.08%	95
2026 Q1	$109K	Sell	1,370 -65	-5%	-$5.58K	0.09%	89
2025 Q4	$134K	Hold	1,435	–	–	0.11%	81
2025 Q3	$120K	Hold	1,435	–	–	0.09%	81
2025 Q2	$115K	Hold	1,435	–	–	0.09%	81
2025 Q1	$103K	Hold	1,435	–	–	0.09%	84
2024 Q4	$101K	Hold	1,435	–	–	0.06%	83
2024 Q3	$81K	Hold	1,435	–	–	0.06%	96
2024 Q2	$85K	Hold	1,435	–	–	0.06%	95
2024 Q1	$83K	Hold	1,435	–	–	0.07%	94
2023 Q4	$71K	Hold	1,435	–	–	0.07%	91
2023 Q3	$59K	Hold	1,435	–	–	0.06%	96
2023 Q2	$61K	Hold	1,435	–	–	0.06%	96
2023 Q1	$54K	Hold	1,435	–	–	0.06%	91
2022 Q4	$59K	Hold	1,435	–	–	0.07%	87
2022 Q3	$58K	Hold	1,435	–	–	0.06%	90
2022 Q2	$56K	Hold	1,435	–	–	0.06%	96
2022 Q1	$70K	Hold	1,435	–	–	0.05%	90
2021 Q4	$69K	Buy	+1,435	New	+$70.6K	0.04%	94

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Ulland Investment Advisors's WFC Position: Q2 2026 in Review

Ulland Investment Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 1,370 shares worth $113K. The position accounts for 0.08% of the portfolio, ranked #95.

Ulland Investment Advisors first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $134K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Ulland Investment Advisors held 1,370 shares of Wells Fargo worth $113K as of Q2 2026.
Ulland Investment Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.08% of Ulland Investment Advisors's portfolio in Q2 2026, its #95 holding.
Ulland Investment Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Wells Fargo position peaked at $134K in Q4 2025.
1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.