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Wealth Architects’s Wells Fargo WFC Stock Holding History

Wealth Architects’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 		$655K Sell
7,928
-235
-3% -$18.9K 0.05% 133
2026
Q1 		$650K Sell
8,163
-92
-1% -$7.9K 0.06% 124
2025
Q4 		$769K Buy
8,255
+249
+3% +$21.6K 0.07% 117
2025
Q3 		$671K Buy
8,006
+181
+2% +$14.7K 0.06% 125
2025
Q2 		$627K Sell
7,825
-361
-4% -$26K 0.06% 124
2025
Q1 		$588K Buy
8,186
+59
+0.7% +$4.43K 0.06% 125
2024
Q4 		$571K Sell
8,127
-214
-3% -$14.6K 0.06% 113
2024
Q3 		$471K Buy
8,341
+88
+1% +$4.98K 0.05% 128
2024
Q2 		$490K Sell
8,253
-31
-0.4% -$1.83K 0.06% 122
2024
Q1 		$480K Buy
8,284
+72
+0.9% +$3.77K 0.06% 122
2023
Q4 		$404K Buy
8,212
+1,633
+25% +$70.5K 0.06% 130
2023
Q3 		$269K Buy
6,579
+59
+0.9% +$2.55K 0.05% 152
2023
Q2 		$278K Sell
6,520
-545
-8% -$21.9K 0.05% 151
2023
Q1 		$264K Sell
7,065
-200
-3% -$8.72K 0.05% 150
2022
Q4 		$300K Buy
7,265
+128
+2% +$5.67K 0.06% 132
2022
Q3 		$287K Buy
7,137
+51
+0.7% +$2.19K 0.06% 131
2022
Q2 		$278K Sell
7,086
-483
-6% -$21.2K 0.05% 146
2022
Q1 		$367K Buy
7,569
+299
+4% +$16K 0.06% 138
2021
Q4 		$349K Sell
7,270
-588
-7% -$28.9K 0.06% 142
2021
Q3 		$365K Sell
7,858
-762
-9% -$35.3K 0.07% 128
2021
Q2 		$390K Buy
8,620
+3,070
+55% +$137K 0.08% 111
2021
Q1 		$217K Buy
+5,550
New +$196K 0.05% 154
2020
Q2 		– Sell
-8,782
Closed -$252K – 153
2020
Q1 		$252K Buy
8,782
+111
+1% +$4.72K 0.09% 106
2019
Q4 		$466K Sell
8,671
-899
-9% -$47.1K 0.13% 71
2019
Q3 		$483K Buy
9,570
+160
+2% +$7.54K 0.15% 63
2019
Q2 		$445K Buy
9,410
+65
+0.7% +$3.04K 0.13% 69
2019
Q1 		$452K Buy
9,345
+101
+1% +$4.97K 0.14% 65
2018
Q4 		$426K Sell
9,244
-683
-7% -$35K 0.15% 63
2018
Q3 		$522K Buy
9,927
+142
+1% +$8.11K 0.16% 60
2018
Q2 		$542K Buy
9,785
+394
+4% +$21.1K 0.18% 52
2018
Q1 		$492K Sell
9,391
-134
-1% -$7.96K 0.16% 57
2017
Q4 		$578K Sell
9,525
-1,294
-12% -$73.1K 0.19% 58
2017
Q3 		$597K Sell
10,819
-1,188
-10% -$63.1K 0.21% 55
2017
Q2 		$665K Sell
12,007
-93
-0.8% -$4.98K 0.25% 50
2017
Q1 		$673K Sell
12,100
-360
-3% -$20.4K 0.27% 47
2016
Q4 		$687K Sell
12,460
-377
-3% -$19K 0.31% 42
2016
Q3 		$568K Sell
12,837
-500
-4% -$23.9K 0.26% 49
2016
Q2 		$631K Sell
13,337
-900
-6% -$43.9K 0.31% 45
2016
Q1 		$689K Sell
14,237
-1,715
-11% -$84K 0.34% 39
2015
Q4 		$867K Buy
15,952
+25
+0.2% +$1.36K 0.43% 32
2015
Q3 		$818K Buy
15,927
+528
+3% +$29K 0.44% 36
2015
Q2 		$866K Buy
15,399
+2,490
+19% +$139K 0.47% 30
2015
Q1 		$702K Sell
12,909
-1,712
-12% -$92.5K 0.4% 34
2014
Q4 		$802K Buy
+14,621
New +$774K 0.47% 31

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
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

Wealth Architects's WFC Position: Q2 2026 in Review

Wealth Architects reduced its Wells Fargo (WFC) stake by 2.9% in Q2 2026, selling an estimated $18.9K and leaving 7,928 shares worth $655K. The position accounts for 0.05% of the portfolio, ranked #133.

Wealth Architects first reported a position in WFC in Q4 2014 and has held it in 44 quarters since. The position peaked at $867K in Q4 2015. 1,013 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wealth Architects held 7,928 shares of Wells Fargo worth $655K as of Q2 2026.
  • Wealth Architects sold 235 Wells Fargo shares in Q2 2026, an estimated $18.9K.
  • Wells Fargo made up 0.05% of Wealth Architects's portfolio in Q2 2026, its #133 holding.
  • Wealth Architects first reported a position in Wells Fargo in Q4 2014 and has held it in 44 quarters since.
  • Wealth Architects's Wells Fargo position peaked at $867K in Q4 2015.
  • 1,013 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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