WESPAC Advisors
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WESPAC Advisors’s Wells Fargo WFC Stock Holding History

WESPAC 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
Q3 		– Sell
-2,685
Closed -$222K – 236
2026
Q2 		$222K Buy
+2,685
New +$216K 0.11% 179
2021
Q4 		– Sell
-10,427
Closed -$484K – 185
2021
Q3 		$484K Buy
10,427
+5,548
+114% +$257K 0.3% 103
2021
Q2 		$221K Buy
+4,879
New +$218K 0.42% 92
2016
Q1 		– Sell
-31,265
Closed -$1.7M – 130
2015
Q4 		$1.7M Buy
31,265
+754
+2% +$40.9K 1.97% 14
2015
Q3 		$1.57M Sell
30,511
-14,028
-31% -$771K 2.75% 11
2015
Q2 		$2.5M Buy
44,539
+2,319
+5% +$129K 1.88% 14
2015
Q1 		$2.3M Sell
42,220
-8,854
-17% -$478K 1.74% 15
2014
Q4 		$2.8M Buy
51,074
+42,018
+464% +$2.22M 1.96% 11
2014
Q3 		$470K Buy
9,056
+3,678
+68% +$189K 0.38% 87
2014
Q2 		$283K Sell
5,378
-2,398
-31% -$121K 0.32% 94
2014
Q1 		$387K Buy
7,776
+1,070
+16% +$49.8K 0.34% 98
2013
Q4 		$304K Buy
+6,706
New +$290K 0.25% 111

Other funds holding WFC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
American Assets Inc
American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

WESPAC Advisors's WFC Position: Q3 2026 in Review

WESPAC Advisors sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 2,685 shares — an estimated $222K sold.

WESPAC Advisors first reported a position in WFC in Q4 2013 and held it in 12 quarters. The position peaked at $2.8M in Q4 2014. 1,225 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • WESPAC Advisors reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • WESPAC Advisors sold 2,685 Wells Fargo shares in Q3 2026, an estimated $222K.
  • WESPAC Advisors first reported a position in Wells Fargo in Q4 2013 and held it in 12 quarters.
  • WESPAC Advisors's Wells Fargo position peaked at $2.8M in Q4 2014.
  • 1,225 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.