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WESPAC Advisors SoCal’s Wells Fargo WFC Stock Holding History

WESPAC Advisors SoCal’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 		$208K Buy
+2,517
New +$202K 0.04% 121
2026
Q1 		– Sell
-2,461
Closed -$229K – 127
2025
Q4 		$229K Buy
+2,461
New +$214K 0.05% 107
2020
Q1 		– Sell
-6,096
Closed -$328K – 98
2019
Q4 		$328K Hold
6,096
– – 0.16% 67
2019
Q3 		$307K Buy
6,096
+1
+0% +$47 0.15% 66
2019
Q2 		$288K Hold
6,095
– – 0.15% 68
2019
Q1 		$294K Hold
6,095
– – 0.16% 67
2018
Q4 		$280K Hold
6,095
– – 0.18% 62
2018
Q3 		$320K Sell
6,095
-447
-7% -$25.5K 0.16% 67
2018
Q2 		$362K Hold
6,542
– – 0.21% 61
2018
Q1 		$342K Buy
6,542
+447
+7% +$26.6K 0.2% 61
2017
Q4 		$369K Hold
6,095
– – 0.21% 56
2017
Q3 		$336K Hold
6,095
– – 0.2% 63
2017
Q2 		$337K Hold
6,095
– – 0.22% 60
2017
Q1 		$339K Sell
6,095
-41,926
-87% -$2.38M 0.21% 64
2016
Q4 		$2.65M Sell
48,021
-2,150
-4% -$108K 1.71% 28
2016
Q3 		$2.22M Sell
50,171
-1,824
-4% -$87.3K 1.5% 27
2016
Q2 		$2.46M Sell
51,995
-925
-2% -$45.1K 1.6% 26
2016
Q1 		$2.56M Sell
52,920
-42,161
-44% -$2.06M 1.89% 22
2015
Q4 		$5.17M Buy
+95,081
New +$5.16M 3.41% 6

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WESPAC Advisors SoCal's WFC Position: Q2 2026 in Review

WESPAC Advisors SoCal opened a new position in Wells Fargo (WFC) in Q2 2026: 2,517 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings. This is a return to the name: WESPAC Advisors SoCal previously reported a position in WFC as recently as Q4 2025.

WESPAC Advisors SoCal first reported a position in WFC in Q4 2015 and has held it in 19 quarters since. The position peaked at $5.17M in Q4 2015. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • WESPAC Advisors SoCal held 2,517 shares of Wells Fargo worth $208K as of Q2 2026.
  • Wells Fargo was a new WESPAC Advisors SoCal position in Q2 2026.
  • Wells Fargo made up 0.04% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #121 holding.
  • WESPAC Advisors SoCal first reported a position in Wells Fargo in Q4 2015 and has held it in 19 quarters since.
  • WESPAC Advisors SoCal's Wells Fargo position peaked at $5.17M in Q4 2015.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.