WCG Wealth Advisors’s Wells Fargo WFC Stock Holding History

WCG 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	$7.31M	Buy	88,515 +3,942	+5%	+$317K	0.17%	125
2026 Q1	$6.73M	Sell	84,573 -13,654	-14%	-$1.17M	0.19%	120
2025 Q4	$9.15M	Buy	98,227 +60,206	+158%	+$5.23M	0.26%	95
2025 Q3	$3.19M	Sell	38,021 -5,218	-12%	-$423K	0.2%	110
2025 Q2	$3.46M	Sell	43,239 -412	-0.9%	-$29.7K	0.22%	110
2025 Q1	$3.13M	Sell	43,651 -3,984	-8%	-$299K	0.24%	104
2024 Q4	$3.35M	Buy	47,635 +1,463	+3%	+$99.9K	0.22%	107
2024 Q3	$2.61M	Sell	46,172 -810	-2%	-$45.8K	0.18%	132
2024 Q2	$2.79M	Buy	46,982 +4,239	+10%	+$250K	0.21%	107
2024 Q1	$2.48M	Sell	42,743 -12,327	-22%	-$645K	0.21%	104
2023 Q4	$2.71M	Buy	55,070 +1,766	+3%	+$76.2K	0.2%	103
2023 Q3	$2.29M	Buy	53,304 +2,466	+5%	+$106K	0.17%	127
2023 Q2	$2.16M	Sell	50,838 -2,749	-5%	-$111K	0.25%	75
2023 Q1	$2M	Buy	53,587 +2,087	+4%	+$91K	0.26%	78
2022 Q4	$2.13M	Buy	51,500 +6,548	+15%	+$290K	0.29%	70
2022 Q3	$2M	Sell	44,952 -3,054	-6%	-$131K	0.26%	76
2022 Q2	$1.88M	Buy	+48,006	New	+$2.11M	0.26%	74

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's WFC Position: Q2 2026 in Review

WCG Wealth Advisors increased its Wells Fargo (WFC) stake by 4.7% in Q2 2026, buying an estimated $317K and bringing the position to 88,515 shares worth $7.31M. The position accounts for 0.17% of the portfolio, ranked #125.

WCG Wealth Advisors first reported a position in WFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.15M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

WCG Wealth Advisors held 88,515 shares of Wells Fargo worth $7.31M as of Q2 2026.
WCG Wealth Advisors bought 3,942 Wells Fargo shares in Q2 2026, an estimated $317K.
Wells Fargo made up 0.17% of WCG Wealth Advisors's portfolio in Q2 2026, its #125 holding.
WCG Wealth Advisors first reported a position in Wells Fargo in Q2 2022 and has held it in 17 quarters since.
WCG Wealth Advisors's Wells Fargo position peaked at $9.15M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.