VWA
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Valued Wealth Advisors’s Wells Fargo WFC Stock Holding History

Valued 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 		$72.1K Buy
872
+134
+18% +$10.8K 0.03% 88
2026
Q1 		$58.7K Buy
738
+37
+5% +$3.18K 0.02% 90
2025
Q4 		$65.3K Buy
701
+35
+5% +$3.04K 0.03% 77
2025
Q3 		$55.9K Buy
666
+23
+4% +$1.86K 0.03% 81
2025
Q2 		$51.5K Sell
643
-153
-19% -$11K 0.03% 80
2025
Q1 		$57.2K Buy
796
+82
+11% +$6.16K 0.03% 80
2024
Q4 		$50.2K Buy
714
+224
+46% +$15.3K 0.03% 86
2024
Q3 		$27.7K Sell
490
-140
-22% -$7.92K 0.02% 115
2024
Q2 		$37.4K Buy
630
+220
+54% +$13K 0.03% 88
2024
Q1 		$23.8K Buy
410
+207
+102% +$10.8K 0.02% 112
2023
Q4 		$8.31K Buy
+203
New +$8.76K 0.01% 139

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Valued Wealth Advisors increased its Wells Fargo (WFC) stake by 18% in Q2 2026, buying an estimated $10.8K and bringing the position to 872 shares worth $72.1K. The position accounts for 0.03% of the portfolio, ranked #88.

Valued Wealth Advisors first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Valued Wealth Advisors held 872 shares of Wells Fargo worth $72.1K as of Q2 2026.
  • Valued Wealth Advisors bought 134 Wells Fargo shares in Q2 2026, an estimated $10.8K.
  • Wells Fargo made up 0.03% of Valued Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Valued Wealth Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.