Wallace Advisory Group’s Wells Fargo WFC Stock Holding History

Wallace Advisory Group’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	$559K	Sell	6,770 -109	-2%	-$8.76K	0.53%	47
2026 Q1	$548K	Buy	6,879 +96	+1%	+$8.25K	0.58%	37
2025 Q4	$632K	Sell	6,783 -3,490	-34%	-$303K	0.66%	34
2025 Q3	$823K	Sell	10,273 -1,342	-12%	-$109K	0.66%	38
2025 Q2	$834K	Sell	11,615 -2,484	-18%	-$179K	0.61%	43
2025 Q1	$990K	Sell	14,099 -2,849	-17%	-$214K	0.69%	33
2024 Q4	$957K	Sell	16,948 -1,104	-6%	-$75.4K	0.66%	37
2024 Q3	$1.07M	Sell	18,052 -302	-2%	-$17.1K	0.78%	28
2024 Q2	$1.09M	Sell	18,354 -2,231	-11%	-$132K	0.78%	28
2024 Q1	$1.01M	Sell	20,585 -12	-0.1%	-$628	0.76%	35
2023 Q4	$842K	Buy	20,597 +9,526	+86%	+$411K	0.66%	37
2023 Q3	$472K	Buy	11,071 +176	+2%	+$7.6K	0.34%	76
2023 Q2	$407K	Hold	10,895	–	–	0.31%	92
2023 Q1	$407K	Buy	10,895 +1,186	+12%	+$51.7K	0.31%	92
2022 Q4	$401K	Buy	+9,709	New	+$430K	0.32%	88

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

Wallace Advisory Group's WFC Position: Q2 2026 in Review

Wallace Advisory Group reduced its Wells Fargo (WFC) stake by 1.6% in Q2 2026, selling an estimated $8.76K and leaving 6,770 shares worth $559K. The position accounts for 0.53% of the portfolio, ranked #47.

Wallace Advisory Group first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q2 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Wallace Advisory Group held 6,770 shares of Wells Fargo worth $559K as of Q2 2026.
Wallace Advisory Group sold 109 Wells Fargo shares in Q2 2026, an estimated $8.76K.
Wells Fargo made up 0.53% of Wallace Advisory Group's portfolio in Q2 2026, its #47 holding.
Wallace Advisory Group first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's Wells Fargo position peaked at $1.09M in Q2 2024.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.