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VisionPoint Advisory Group’s Wells Fargo WFC Stock Holding History

VisionPoint Advisory 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 		$480K Buy
5,996
+404
+7% +$34.9K 0.08% 254
2026
Q2 		$462K Buy
5,592
+503
+10% +$40.4K 0.08% 269
2026
Q1 		$405K Sell
5,089
-327
-6% -$28.1K 0.08% 262
2025
Q4 		$505K Sell
5,416
-889
-14% -$77.2K 0.1% 209
2025
Q3 		$528K Buy
6,305
+2,629
+72% +$213K 0.11% 200
2025
Q2 		$295K Buy
+3,676
New +$265K 0.06% 275
2024
Q3 		– Sell
-255
Closed -$15.1K – 782
2024
Q2 		$15.1K Hold
255
– – 0.01% 438
2024
Q1 		$14.8K Sell
255
-460
-64% -$24.1K 0.01% 417
2023
Q4 		$35.2K Buy
715
+460
+180% +$19.9K 0.01% 297
2023
Q3 		$10.4K Hold
255
– – ﹤0.01% 441
2023
Q2 		$10.9K Buy
+255
New +$10.3K ﹤0.01% 387
2020
Q4 		– Sell
-9,030
Closed -$212K – 165
2020
Q3 		$212K Buy
9,030
+860
+11% +$21.2K 0.09% 120
2020
Q2 		$215K Buy
+8,170
New +$224K 0.09% 103
2020
Q1 		– Sell
-4,474
Closed -$241K – 154
2019
Q4 		$241K Sell
4,474
-1,451
-24% -$76K 0.1% 105
2019
Q3 		$292K Sell
5,925
-695
-10% -$32.7K 0.08% 105
2019
Q2 		$313K Buy
6,620
+650
+11% +$30.4K 0.09% 87
2019
Q1 		$288K Sell
5,970
-351
-6% -$17.3K 0.08% 102
2018
Q4 		$291K Buy
+6,321
New +$324K 0.09% 82

Other funds holding WFC

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VisionPoint Advisory Group's WFC Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Wells Fargo (WFC) stake by 7.2% in Q3 2026, buying an estimated $34.9K and bringing the position to 5,996 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #254.

VisionPoint Advisory Group first reported a position in WFC in Q4 2018 and has held it in 18 quarters since. The position peaked at $528K in Q3 2025. 152 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • VisionPoint Advisory Group held 5,996 shares of Wells Fargo worth $480K as of Q3 2026.
  • VisionPoint Advisory Group bought 404 Wells Fargo shares in Q3 2026, an estimated $34.9K.
  • Wells Fargo made up 0.08% of VisionPoint Advisory Group's portfolio in Q3 2026, its #254 holding.
  • VisionPoint Advisory Group first reported a position in Wells Fargo in Q4 2018 and has held it in 18 quarters since.
  • VisionPoint Advisory Group's Wells Fargo position peaked at $528K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.