W Advisors LLC
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W Advisors LLC’s Wells Fargo WFC Stock Holding History

W Advisors LLC’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 		$240K Buy
2,994
+181
+6% +$15.7K 0.1% 139
2026
Q2 		$232K Hold
2,813
– – 0.11% 141
2026
Q1 		$224K Buy
+2,813
New +$242K 0.11% 129
2025
Q2 		– Sell
-3,531
Closed -$253K – 134
2025
Q1 		$253K Buy
+3,531
New +$265K 0.16% 106

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

W Advisors LLC's WFC Position: Q3 2026 in Review

W Advisors LLC increased its Wells Fargo (WFC) stake by 6.4% in Q3 2026, buying an estimated $15.7K and bringing the position to 2,994 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #139.

W Advisors LLC first reported a position in WFC in Q1 2025 and has held it in 4 quarters since. The position peaked at $253K in Q1 2025. 1,814 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • W Advisors LLC held 2,994 shares of Wells Fargo worth $240K as of Q3 2026.
  • W Advisors LLC bought 181 Wells Fargo shares in Q3 2026, an estimated $15.7K.
  • Wells Fargo made up 0.1% of W Advisors LLC's portfolio in Q3 2026, its #139 holding.
  • W Advisors LLC first reported a position in Wells Fargo in Q1 2025 and has held it in 4 quarters since.
  • W Advisors LLC's Wells Fargo position peaked at $253K in Q1 2025.
  • 1,814 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.