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 Q3	$308K	Buy	3,852 +251	+7%	+$21.7K	0.03%	446
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

United Advisor Group's WFC Position: Q3 2026 in Review

United Advisor Group increased its Wells Fargo (WFC) stake by 7% in Q3 2026, buying an estimated $21.7K and bringing the position to 3,852 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #446.

United Advisor Group first reported a position in WFC in Q2 2024 and has held it in 6 quarters since. The position peaked at $432K in Q2 2024. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

United Advisor Group held 3,852 shares of Wells Fargo worth $308K as of Q3 2026.
United Advisor Group bought 251 Wells Fargo shares in Q3 2026, an estimated $21.7K.
Wells Fargo made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #446 holding.
United Advisor Group first reported a position in Wells Fargo in Q2 2024 and has held it in 6 quarters since.
United Advisor Group's Wells Fargo position peaked at $432K in Q2 2024.
1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.