VAG
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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
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

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

VisionPoint Advisory Group's WFC Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Wells Fargo (WFC) stake by 9.9% in Q2 2026, buying an estimated $40.4K and bringing the position to 5,592 shares worth $462K. The position accounts for 0.08% of the portfolio, ranked #269.

VisionPoint Advisory Group first reported a position in WFC in Q4 2018 and has held it in 17 quarters since. The position peaked at $528K in Q3 2025. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • VisionPoint Advisory Group held 5,592 shares of Wells Fargo worth $462K as of Q2 2026.
  • VisionPoint Advisory Group bought 503 Wells Fargo shares in Q2 2026, an estimated $40.4K.
  • Wells Fargo made up 0.08% of VisionPoint Advisory Group's portfolio in Q2 2026, its #269 holding.
  • VisionPoint Advisory Group first reported a position in Wells Fargo in Q4 2018 and has held it in 17 quarters since.
  • VisionPoint Advisory Group's Wells Fargo position peaked at $528K in Q3 2025.
  • 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.