Wealthspire Advisors (New York)’s Wells Fargo WFC Stock Holding History

Wealthspire Advisors (New York)’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	$5.39M	Buy	65,241 +25,845	+66%	+$2.08M	0.03%	250
2026 Q1	$3.14M	Sell	39,396 -13,586	-26%	-$1.17M	0.02%	217
2025 Q4	$4.94M	Sell	52,982 -15,896	-23%	-$1.38M	0.04%	164
2025 Q3	$5.77M	Sell	68,878 -5,614	-8%	-$455K	0.03%	155
2025 Q2	$5.97M	Sell	74,492 -69,096	-48%	-$4.98M	0.03%	146
2025 Q1	$10.3M	Buy	143,588 +119,977	+508%	+$9.01M	0.06%	109
2024 Q4	$1.66M	Buy	23,611 +2,507	+12%	+$171K	0.02%	272
2024 Q3	$1.19M	Sell	21,104 -578	-3%	-$32.7K	0.01%	343
2024 Q2	$1.29M	Buy	21,682 +53	+0.2%	+$3.13K	0.02%	267
2024 Q1	$1.25M	Sell	21,629 -19,181	-47%	-$1M	0.02%	280
2023 Q4	$2.01M	Buy	40,810 +25,448	+166%	+$1.1M	0.03%	190
2023 Q3	$628K	Buy	15,362 +5,089	+50%	+$220K	0.01%	352
2023 Q2	$438K	Buy	10,273 +789	+8%	+$31.8K	0.01%	389
2023 Q1	$355K	Sell	9,484 -6,266	-40%	-$273K	0.01%	411
2022 Q4	$650K	Sell	15,750 -3,920	-20%	-$174K	0.01%	338
2022 Q3	$791K	Buy	19,670 +3,151	+19%	+$135K	0.02%	261
2022 Q2	$647K	Buy	16,519 +11,991	+265%	+$526K	0.01%	285
2022 Q1	$219K	Sell	4,528 -4,972	-52%	-$266K	﹤0.01%	407
2021 Q4	$456K	Sell	9,500 -1,498	-14%	-$73.8K	0.01%	335
2021 Q3	$510K	Buy	+10,998	New	+$509K	0.01%	352
2021 Q2	–	Sell	-26,441	Closed	-$1.03M	–	670
2021 Q1	$1.03M	Buy	26,441 +7,474	+39%	+$265K	0.02%	260
2020 Q4	$572K	Buy	18,967 +3,319	+21%	+$85.9K	0.02%	283
2020 Q3	$368K	Sell	15,648 -6,465	-29%	-$159K	0.02%	214
2020 Q2	$566K	Sell	22,113 -14,671	-40%	-$401K	0.04%	145
2020 Q1	$1.06M	Buy	36,784 +23,328	+173%	+$992K	0.04%	188
2019 Q4	$724K	Buy	13,456 +2,311	+21%	+$121K	0.05%	86
2019 Q3	$562K	Buy	+11,145	New	+$525K	0.05%	79
2019 Q1	–	Sell	-3,296	Closed	-$152K	–	794
2018 Q4	$152K	Buy	+3,296	New	+$169K	0.01%	83

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s WFC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Wells Fargo (WFC) stake by 66% in Q2 2026, buying an estimated $2.08M and bringing the position to 65,241 shares worth $5.39M. The position accounts for 0.03% of the portfolio, ranked #250.

Wealthspire Advisors (New York) first reported a position in WFC in Q4 2018 and has held it in 28 quarters since. The position peaked at $10.3M in Q1 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Wealthspire Advisors (New York) held 65,241 shares of Wells Fargo worth $5.39M as of Q2 2026.
Wealthspire Advisors (New York) bought 25,845 Wells Fargo shares in Q2 2026, an estimated $2.08M.
Wells Fargo made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #250 holding.
Wealthspire Advisors (New York) first reported a position in Wells Fargo in Q4 2018 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s Wells Fargo position peaked at $10.3M in Q1 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.