WPA
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Wealth Preservation Advisors’s Wells Fargo WFC Stock Holding History

Wealth Preservation 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 		$508K Sell
6,150
-229
-4% -$18.4K 0.29% 45
2026
Q1 		$508K Sell
6,379
-1
-0% -$86 0.42% 29
2025
Q4 		$595K Buy
6,380
+5
+0.1% +$434 0.3% 33
2025
Q3 		$534K Buy
6,375
+157
+3% +$12.7K 0.31% 38
2025
Q2 		$498K Buy
6,218
+18
+0.3% +$1.3K 0.31% 40
2025
Q1 		$445K Buy
+6,200
New +$465K 0.32% 42

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 Preservation Advisors's WFC Position: Q2 2026 in Review

Wealth Preservation Advisors reduced its Wells Fargo (WFC) stake by 3.6% in Q2 2026, selling an estimated $18.4K and leaving 6,150 shares worth $508K. The position accounts for 0.29% of the portfolio, ranked #45.

Wealth Preservation Advisors first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $595K in Q4 2025. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wealth Preservation Advisors held 6,150 shares of Wells Fargo worth $508K as of Q2 2026.
  • Wealth Preservation Advisors sold 229 Wells Fargo shares in Q2 2026, an estimated $18.4K.
  • Wells Fargo made up 0.29% of Wealth Preservation Advisors's portfolio in Q2 2026, its #45 holding.
  • Wealth Preservation Advisors first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Wealth Preservation Advisors's Wells Fargo position peaked at $595K in Q4 2025.
  • 2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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