VSM Wealth Advisory’s Wells Fargo WFC Stock Holding History

VSM Wealth Advisory’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	$588K	Sell	7,111 -50	-0.7%	-$4.02K	0.16%	57
2026 Q1	$570K	Buy	7,161 +1,735	+32%	+$149K	0.17%	51
2025 Q4	$506K	Buy	5,426 +176	+3%	+$15.3K	0.15%	60
2025 Q3	$440K	Hold	5,250	–	–	0.14%	58
2025 Q2	$421K	Buy	5,250 +142	+3%	+$10.2K	0.14%	64
2025 Q1	$367K	Sell	5,108 -1,000	-16%	-$75.1K	0.13%	62
2024 Q4	$429K	Buy	+6,108	New	+$417K	0.15%	56

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

VSM Wealth Advisory's WFC Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Wells Fargo (WFC) stake by 0.7% in Q2 2026, selling an estimated $4.02K and leaving 7,111 shares worth $588K. The position accounts for 0.16% of the portfolio, ranked #57.

VSM Wealth Advisory first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. 1,008 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

VSM Wealth Advisory held 7,111 shares of Wells Fargo worth $588K as of Q2 2026.
VSM Wealth Advisory sold 50 Wells Fargo shares in Q2 2026, an estimated $4.02K.
Wells Fargo made up 0.16% of VSM Wealth Advisory's portfolio in Q2 2026, its #57 holding.
VSM Wealth Advisory first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
1,008 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.