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 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

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 $3.37T AUM 44.26% 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

WESPAC Advisors's WFC Position: Q2 2026 in Review

WESPAC Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 2,685 shares worth $222K. The stake represents 0.11% of the portfolio and ranks #179 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in WFC as recently as Q3 2021.

WESPAC Advisors first reported a position in WFC in Q4 2013 and has held it in 12 quarters since. The position peaked at $2.8M in Q4 2014. 2,874 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

WESPAC Advisors held 2,685 shares of Wells Fargo worth $222K as of Q2 2026.
Wells Fargo was a new WESPAC Advisors position in Q2 2026.
Wells Fargo made up 0.11% of WESPAC Advisors's portfolio in Q2 2026, its #179 holding.
WESPAC Advisors first reported a position in Wells Fargo in Q4 2013 and has held it in 12 quarters since.
WESPAC Advisors's Wells Fargo position peaked at $2.8M in Q4 2014.
2,874 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.