United Advisor Group’s Wells Fargo WFC Stock Holding History

United Advisor Group’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	$298K	Sell	3,601 -389	-10%	-$31.3K	0.03%	426
2026 Q1	$318K	Buy	3,990 +199	+5%	+$17.1K	0.04%	382
2025 Q4	$353K	Buy	3,791 +961	+34%	+$83.4K	0.04%	344
2025 Q3	$237K	Buy	+2,830	New	+$229K	0.03%	415
2024 Q3	–	Sell	-7,280	Closed	-$432K	–	357
2024 Q2	$432K	Buy	+7,280	New	+$430K	0.13%	152

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

United Advisor Group's WFC Position: Q2 2026 in Review

United Advisor Group reduced its Wells Fargo (WFC) stake by 9.7% in Q2 2026, selling an estimated $31.3K and leaving 3,601 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #426.

United Advisor Group first reported a position in WFC in Q2 2024 and has held it in 5 quarters since. The position peaked at $432K in Q2 2024. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

United Advisor Group held 3,601 shares of Wells Fargo worth $298K as of Q2 2026.
United Advisor Group sold 389 Wells Fargo shares in Q2 2026, an estimated $31.3K.
Wells Fargo made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #426 holding.
United Advisor Group first reported a position in Wells Fargo in Q2 2024 and has held it in 5 quarters since.
United Advisor Group's Wells Fargo position peaked at $432K in Q2 2024.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.