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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

W Advisors LLC's WFC Position: Q2 2026 in Review

W Advisors LLC held its Wells Fargo (WFC) position steady in Q2 2026 at 2,813 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #141.

W Advisors LLC first reported a position in WFC in Q1 2025 and has held it in 3 quarters since. The position peaked at $253K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • W Advisors LLC held 2,813 shares of Wells Fargo worth $232K as of Q2 2026.
  • W Advisors LLC left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.11% of W Advisors LLC's portfolio in Q2 2026, its #141 holding.
  • W Advisors LLC first reported a position in Wells Fargo in Q1 2025 and has held it in 3 quarters since.
  • W Advisors LLC's Wells Fargo position peaked at $253K in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.