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United Asset Strategies’s Wells Fargo WFC Stock Holding History

United Asset Strategies’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 		$5.61M Buy
67,860
+29,364
+76% +$2.36M 0.4% 61
2026
Q1 		$3.06M Buy
38,496
+115
+0.3% +$9.88K 0.24% 76
2025
Q4 		$3.58M Buy
38,381
+695
+2% +$60.3K 0.28% 66
2025
Q3 		$3.16M Sell
37,686
-726
-2% -$58.9K 0.25% 70
2025
Q2 		$3.08M Sell
38,412
-341
-0.9% -$24.6K 0.26% 73
2025
Q1 		$2.78M Sell
38,753
-895
-2% -$67.2K 0.26% 76
2024
Q4 		$2.78M Sell
39,648
-345
-0.9% -$23.6K 0.26% 77
2024
Q3 		$2.26M Buy
39,993
+199
+0.5% +$11.3K 0.21% 92
2024
Q2 		$2.36M Sell
39,794
-1,386
-3% -$81.8K 0.23% 81
2024
Q1 		$2.39M Sell
41,180
-992
-2% -$51.9K 0.24% 83
2023
Q4 		$2.08M Sell
42,172
-1,509
-3% -$65.1K 0.23% 83
2023
Q3 		$1.78M Sell
43,681
-4,027
-8% -$174K 0.23% 94
2023
Q2 		$2.04M Buy
47,708
+165
+0.3% +$6.64K 0.25% 85
2023
Q1 		$1.78M Buy
47,543
+5,015
+12% +$219K 0.23% 90
2022
Q4 		$1.76M Sell
42,528
-499
-1% -$22.1K 0.24% 87
2022
Q3 		$1.73M Buy
43,027
+268
+0.6% +$11.5K 0.27% 83
2022
Q2 		$1.68M Buy
42,759
+1,411
+3% +$61.9K 0.24% 82
2022
Q1 		$2M Buy
41,348
+431
+1% +$23.1K 0.25% 77
2021
Q4 		$1.96M Sell
40,917
-1,327
-3% -$65.3K 0.23% 78
2021
Q3 		$1.96M Sell
42,244
-33,425
-44% -$1.55M 0.25% 72
2021
Q2 		$3.43M Buy
+75,669
New +$3.38M 0.46% 61
2020
Q2 		– Sell
-6,970
Closed -$200K – 204
2020
Q1 		$200K Buy
+6,970
New +$296K 0.05% 163
2018
Q4 		– Sell
-3,820
Closed -$201K – 214
2018
Q3 		$201K Buy
3,820
+1
+0% +$57 0.05% 195
2018
Q2 		$212K Buy
+3,819
New +$205K 0.06% 188
2018
Q1 		– Sell
-104,774
Closed -$6.36M – 212
2017
Q4 		$6.36M Sell
104,774
-1,346
-1% -$76K 1.7% 12
2017
Q3 		$5.85M Buy
106,120
+592
+0.6% +$31.5K 3.32% 3
2017
Q2 		$5.85M Buy
105,528
+4,653
+5% +$249K 1.73% 16
2017
Q1 		$5.62M Sell
100,875
-224
-0.2% -$12.7K 1.71% 17
2016
Q4 		$5.57M Sell
101,099
-4,962
-5% -$250K 1.82% 12
2016
Q3 		$4.7M Sell
106,061
-30,964
-23% -$1.48M 1.64% 21
2016
Q2 		$6.49M Buy
137,025
+10,460
+8% +$510K 2.43% 7
2016
Q1 		$6.12M Buy
126,565
+57,958
+84% +$2.84M 2.73% 8
2015
Q4 		$3.73M Buy
68,607
+1,304
+2% +$70.8K 1.62% 20
2015
Q3 		$3.46M Buy
67,303
+4,062
+6% +$223K 1.59% 24
2015
Q2 		$3.56M Buy
63,241
+481
+0.8% +$26.8K 1.59% 21
2015
Q1 		$3.46M Buy
62,760
+4,175
+7% +$226K 1.6% 23
2014
Q4 		$3.21M Buy
58,585
+220
+0.4% +$11.6K 1.37% 26
2014
Q3 		$3.03M Buy
58,365
+19,268
+49% +$991K 1.36% 26
2014
Q2 		$2.06M Hold
39,097
– – 0.99% 40
2014
Q1 		$1.95M Buy
39,097
+4,825
+14% +$225K 1.1% 33
2013
Q4 		$1.56M Buy
34,272
+103
+0.3% +$4.45K 1.07% 33
2013
Q3 		$1.41M Buy
34,169
+1,551
+5% +$66.2K 0.9% 39
2013
Q2 		$1.35M Buy
+32,618
New +$1.27M 0.89% 40

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
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

United Asset Strategies's WFC Position: Q2 2026 in Review

United Asset Strategies increased its Wells Fargo (WFC) stake by 76% in Q2 2026, buying an estimated $2.36M and bringing the position to 67,860 shares worth $5.61M. The position accounts for 0.4% of the portfolio, ranked #61.

United Asset Strategies first reported a position in WFC in Q2 2013 and has held it in 43 quarters since. The position peaked at $6.49M in Q2 2016. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • United Asset Strategies held 67,860 shares of Wells Fargo worth $5.61M as of Q2 2026.
  • United Asset Strategies bought 29,364 Wells Fargo shares in Q2 2026, an estimated $2.36M.
  • Wells Fargo made up 0.4% of United Asset Strategies's portfolio in Q2 2026, its #61 holding.
  • United Asset Strategies first reported a position in Wells Fargo in Q2 2013 and has held it in 43 quarters since.
  • United Asset Strategies's Wells Fargo position peaked at $6.49M in Q2 2016.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.