Walkner Condon Financial Advisors’s Wells Fargo WFC Stock Holding History

Walkner Condon Financial 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	$324K	Sell	3,921 -15	-0.4%	-$1.21K	0.04%	249
2026 Q1	$313K	Sell	3,936 -26	-0.7%	-$2.23K	0.04%	236
2025 Q4	$369K	Sell	3,962 -46	-1%	-$3.99K	0.05%	211
2025 Q3	$336K	Buy	4,008 +20	+0.5%	+$1.62K	0.05%	225
2025 Q2	$319K	Buy	3,988 +210	+6%	+$15.1K	0.06%	208
2025 Q1	$271K	Buy	3,778 +271	+8%	+$20.3K	0.05%	217
2024 Q4	$246K	Buy	+3,507	New	+$239K	0.05%	243

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Walkner Condon Financial Advisors's WFC Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Wells Fargo (WFC) stake by 0.38% in Q2 2026, selling an estimated $1.21K and leaving 3,921 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #249.

Walkner Condon Financial Advisors first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Walkner Condon Financial Advisors held 3,921 shares of Wells Fargo worth $324K as of Q2 2026.
Walkner Condon Financial Advisors sold 15 Wells Fargo shares in Q2 2026, an estimated $1.21K.
Wells Fargo made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #249 holding.
Walkner Condon Financial Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Walkner Condon Financial Advisors's Wells Fargo position peaked at $369K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.