WA
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Wealth Alliance’s Wells Fargo WFC Stock Holding History

Wealth Alliance’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 		$1.06M Sell
12,812
-1,181
-8% -$94.9K 0.09% 185
2026
Q1 		$1.11M Sell
13,993
-951
-6% -$81.7K 0.11% 169
2025
Q4 		$1.39M Sell
14,944
-550
-4% -$47.7K 0.14% 140
2025
Q3 		$1.3M Buy
15,494
+4,217
+37% +$342K 0.13% 142
2025
Q2 		$904K Buy
11,277
+394
+4% +$28.4K 0.1% 183
2025
Q1 		$781K Buy
10,883
+195
+2% +$14.6K 0.09% 192
2024
Q4 		$751K Sell
10,688
-513
-5% -$35K 0.09% 200
2024
Q3 		$633K Sell
11,201
-1,827
-14% -$103K 0.08% 226
2024
Q2 		$774K Sell
13,028
-1,273
-9% -$75.2K 0.1% 180
2024
Q1 		$829K Sell
14,301
-1,301
-8% -$68.1K 0.11% 186
2023
Q4 		$768K Buy
15,602
+1,197
+8% +$51.7K 0.11% 187
2023
Q3 		$589K Buy
14,405
+923
+7% +$39.9K 0.09% 213
2023
Q2 		$575K Buy
13,482
+188
+1% +$7.57K 0.09% 228
2023
Q1 		$497K Buy
13,294
+678
+5% +$29.6K 0.08% 240
2022
Q4 		$521K Buy
12,616
+982
+8% +$43.5K 0.09% 230
2022
Q3 		$468K Sell
11,634
-4
-0% -$172 0.09% 228
2022
Q2 		$456K Buy
11,638
+228
+2% +$10K 0.09% 230
2022
Q1 		$553K Sell
11,410
-783
-6% -$41.9K 0.11% 197
2021
Q4 		$585K Buy
12,193
+203
+2% +$9.99K 0.12% 196
2021
Q3 		$556K Buy
11,990
+1,359
+13% +$62.9K 0.12% 183
2021
Q2 		$481K Buy
10,631
+841
+9% +$37.6K 0.11% 202
2021
Q1 		$382K Buy
9,790
+2,078
+27% +$73.6K 0.11% 230
2020
Q4 		$233K Buy
+7,712
New +$200K 0.07% 336

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Alliance's WFC Position: Q2 2026 in Review

Wealth Alliance reduced its Wells Fargo (WFC) stake by 8.4% in Q2 2026, selling an estimated $94.9K and leaving 12,812 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #185.

Wealth Alliance first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wealth Alliance held 12,812 shares of Wells Fargo worth $1.06M as of Q2 2026.
  • Wealth Alliance sold 1,181 Wells Fargo shares in Q2 2026, an estimated $94.9K.
  • Wells Fargo made up 0.09% of Wealth Alliance's portfolio in Q2 2026, its #185 holding.
  • Wealth Alliance first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Wealth Alliance's Wells Fargo position peaked at $1.39M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.