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Wealth Science Advisors’s Wells Fargo WFC Stock Holding History

Wealth Science 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 		$991K Buy
11,993
+6,814
+132% +$548K 0.44% 39
2026
Q1 		$483K Hold
5,179
– – 0.27% 38
2025
Q4 		$483K Buy
+5,179
New +$450K 0.28% 38

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Science Advisors's WFC Position: Q2 2026 in Review

Wealth Science Advisors increased its Wells Fargo (WFC) stake by 132% in Q2 2026, buying an estimated $548K and bringing the position to 11,993 shares worth $991K. The position accounts for 0.44% of the portfolio, ranked #39.

Wealth Science Advisors first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 1,827 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wealth Science Advisors held 11,993 shares of Wells Fargo worth $991K as of Q2 2026.
  • Wealth Science Advisors bought 6,814 Wells Fargo shares in Q2 2026, an estimated $548K.
  • Wells Fargo made up 0.44% of Wealth Science Advisors's portfolio in Q2 2026, its #39 holding.
  • Wealth Science Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wealth Science Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.