Wealth Alliance Advisory Group’s Wells Fargo WFC Stock Holding History

Wealth Alliance 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	$377K	Buy	4,561 +5	+0.1%	+$402	0.05%	138
2026 Q1	$363K	Sell	4,556 -15	-0.3%	-$1.29K	0.06%	143
2025 Q4	$426K	Buy	4,571 +15	+0.3%	+$1.3K	0.07%	128
2025 Q3	$382K	Hold	4,556	–	–	0.07%	135
2025 Q2	$365K	Hold	4,556	–	–	0.07%	134
2025 Q1	$327K	Hold	4,556	–	–	0.07%	137
2024 Q4	$320K	Hold	4,556	–	–	0.07%	134
2024 Q3	$257K	Hold	4,556	–	–	0.05%	157
2024 Q2	$271K	Hold	4,556	–	–	0.06%	151
2024 Q1	$264K	Hold	4,556	–	–	0.06%	155
2023 Q4	$224K	Buy	+4,556	New	+$197K	0.06%	164
2022 Q2	–	Sell	-4,433	Closed	-$215K	–	161
2022 Q1	$215K	Hold	4,433	–	–	0.09%	140
2021 Q4	$213K	Hold	4,433	–	–	0.09%	149
2021 Q3	$206K	Hold	4,433	–	–	0.1%	138
2021 Q2	$201K	Buy	+4,433	New	+$198K	0.1%	140
2021 Q1	–	Sell	-7,663	Closed	-$231K	–	160
2020 Q4	$231K	Buy	+7,663	New	+$198K	0.12%	129
2020 Q1	–	Sell	-5,057	Closed	-$272K	–	137
2019 Q4	$272K	Sell	5,057 -1,000	-17%	-$52.4K	0.16%	103
2019 Q3	$298K	Buy	6,057 +151	+3%	+$7.11K	0.19%	82
2019 Q2	$276K	Hold	5,906	–	–	0.17%	95
2019 Q1	$279K	Sell	5,906 -1,530	-21%	-$75.3K	0.18%	91
2018 Q4	$343K	Hold	7,436	–	–	0.26%	68
2018 Q3	$391K	Hold	7,436	–	–	0.2%	86
2018 Q2	$412K	Buy	+7,436	New	+$398K	0.23%	76

Other funds holding WFC

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

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

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

Wealth Alliance Advisory Group's WFC Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Wells Fargo (WFC) stake by 0.11% in Q2 2026, buying an estimated $402 and bringing the position to 4,561 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #138.

Wealth Alliance Advisory Group first reported a position in WFC in Q2 2018 and has held it in 23 quarters since. The position peaked at $426K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Wealth Alliance Advisory Group held 4,561 shares of Wells Fargo worth $377K as of Q2 2026.
Wealth Alliance Advisory Group bought 5 Wells Fargo shares in Q2 2026, an estimated $402.
Wells Fargo made up 0.05% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #138 holding.
Wealth Alliance Advisory Group first reported a position in Wells Fargo in Q2 2018 and has held it in 23 quarters since.
Wealth Alliance Advisory Group's Wells Fargo position peaked at $426K in Q4 2025.
1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.