Wealth Enhancement Advisory Services’s Wells Fargo WFC Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$109M	Buy	1,476,373 +85,034	+6%	+$7.36M	0.16%	111
2026 Q2	$109M	Buy	1,391,339 +174,267	+14%	+$14M	0.18%	102
2026 Q1	$87.9M	Sell	1,217,072 -626,517	-34%	-$53.8M	0.18%	104
2025 Q4	$178M	Buy	1,843,589 +7,614	+0.4%	+$661K	0.24%	76
2025 Q3	$149M	Sell	1,835,975 -4,707	-0.3%	-$382K	0.23%	86
2025 Q2	$154M	Sell	1,840,682 -150,891	-8%	-$10.9M	0.25%	74
2025 Q1	$143M	Sell	1,991,573 -733,123	-27%	-$55M	0.27%	69
2024 Q4	$191M	Buy	2,724,696 +839,113	+45%	+$57.3M	0.37%	50
2024 Q3	$107M	Sell	1,885,583 -93,642	-5%	-$5.3M	0.23%	85
2024 Q2	$118M	Buy	1,979,225 +973,063	+97%	+$57.4M	0.28%	71
2024 Q1	$58.3M	Buy	1,006,162 +185,006	+23%	+$9.7M	0.15%	141
2023 Q4	$40.4M	Buy	821,156 +35,089	+4%	+$1.51M	0.12%	175
2023 Q3	$32.1M	Buy	786,067 +748,756	+2,007%	+$32.3M	0.11%	198
2023 Q2	$1.59M	Sell	37,311 -3,666	-9%	-$148K	0.02%	225
2023 Q1	$1.53M	Sell	40,977 -254,641	-86%	-$11.1M	0.02%	253
2022 Q4	$13.7M	Buy	295,618 +246,811	+506%	+$10.9M	0.18%	72
2022 Q3	$2.04M	Sell	48,807 -28,384	-37%	-$1.22M	0.03%	169
2022 Q2	$3.1M	Sell	77,191 -26,788	-26%	-$1.18M	0.04%	167
2022 Q1	$5.04M	Buy	103,979 +5,194	+5%	+$278K	0.07%	133
2021 Q4	$5.38M	Buy	+98,785	New	+$4.86M	0.08%	116
2020 Q1	–	Sell	-30,107	Closed	-$1.62M	–	274
2019 Q4	$1.62M	Buy	+30,107	New	+$1.58M	0.06%	130
2019 Q3	–	Sell	-43,011	Closed	-$2.08M	–	245
2019 Q2	$2.08M	Buy	+43,011	New	+$2.01M	0.09%	93
2016 Q4	–	Sell	-33,754	Closed	-$1.52M	–	188
2016 Q3	$1.52M	Buy	+33,754	New	+$1.62M	0.23%	64
2015 Q1	–	Sell	-41,973	Closed	-$2.3M	–	121
2014 Q4	$2.3M	Buy	+41,973	New	+$2.22M	0.91%	25

Other funds holding WFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's WFC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Wells Fargo (WFC) stake by 6.1% in Q3 2026, buying an estimated $7.36M and bringing the position to 1,476,373 shares worth $109M. The position accounts for 0.16% of the portfolio, ranked #111.

Wealth Enhancement Advisory Services first reported a position in WFC in Q4 2014 and has held it in 24 quarters since. The position peaked at $191M in Q4 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Wealth Enhancement Advisory Services held 1,476,373 shares of Wells Fargo worth $109M as of Q3 2026.
Wealth Enhancement Advisory Services bought 85,034 Wells Fargo shares in Q3 2026, an estimated $7.36M.
Wells Fargo made up 0.16% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #111 holding.
Wealth Enhancement Advisory Services first reported a position in Wells Fargo in Q4 2014 and has held it in 24 quarters since.
Wealth Enhancement Advisory Services's Wells Fargo position peaked at $191M in Q4 2024.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.