Vistica Wealth Advisors’s Wells Fargo WFC Stock Holding History

Vistica 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	$284K	Sell	3,436 -17	-0.5%	-$1.37K	0.25%	41
2026 Q1	$275K	Buy	3,453 +164	+5%	+$14.1K	0.27%	37
2025 Q4	$307K	Buy	+3,289	New	+$286K	0.31%	33

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vistica Wealth Advisors reduced its Wells Fargo (WFC) stake by 0.49% in Q2 2026, selling an estimated $1.37K and leaving 3,436 shares worth $284K. The position accounts for 0.25% of the portfolio, ranked #41.

Vistica Wealth Advisors first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $307K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Vistica Wealth Advisors held 3,436 shares of Wells Fargo worth $284K as of Q2 2026.
Vistica Wealth Advisors sold 17 Wells Fargo shares in Q2 2026, an estimated $1.37K.
Wells Fargo made up 0.25% of Vistica Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Vistica Wealth Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
Vistica Wealth Advisors's Wells Fargo position peaked at $307K in Q4 2025.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Vistica Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.