Warren Street Wealth Advisors’s Wells Fargo WFC Stock Holding History

Warren Street Wealth 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	$223K	Buy	+2,695	New	+$217K	0.05%	133
2026 Q1	–	Sell	-2,404	Closed	-$224K	–	146
2025 Q4	$224K	Sell	2,404 -564	-19%	-$49K	0.06%	106
2025 Q3	$249K	Buy	2,968 +170	+6%	+$13.8K	0.07%	116
2025 Q2	$224K	Buy	+2,798	New	+$202K	0.07%	118

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Warren Street Wealth Advisors's WFC Position: Q2 2026 in Review

Warren Street Wealth Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 2,695 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #133 among its holdings. This is a return to the name: Warren Street Wealth Advisors previously reported a position in WFC as recently as Q4 2025.

Warren Street Wealth Advisors first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q3 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Warren Street Wealth Advisors held 2,695 shares of Wells Fargo worth $223K as of Q2 2026.
Wells Fargo was a new Warren Street Wealth Advisors position in Q2 2026.
Wells Fargo made up 0.05% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #133 holding.
Warren Street Wealth Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
Warren Street Wealth Advisors's Wells Fargo position peaked at $249K in Q3 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.