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West Financial Advisors’s Wells Fargo WFC Stock Holding History

West Financial 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 		$121K Buy
1,469
+497
+51% +$39.9K 0.02% 79
2026
Q1 		$77.4K Sell
972
-11
-1% -$945 0.01% 82
2025
Q4 		$91.6K Sell
983
-1,043
-51% -$90.5K 0.02% 79
2025
Q3 		$170K Buy
2,026
+2
+0.1% +$162 0.03% 64
2025
Q2 		$162K Sell
2,024
-1,082
-35% -$78K 0.03% 64
2025
Q1 		$223K Buy
3,106
+5
+0.2% +$375 0.04% 55
2024
Q4 		$218K Buy
3,101
+209
+7% +$14.3K 0.04% 55
2024
Q3 		$163K Sell
2,892
-350
-11% -$19.8K 0.03% 58
2024
Q2 		$193K Sell
3,242
-797
-20% -$47.1K 0.04% 55
2024
Q1 		$234K Buy
4,039
+2,059
+104% +$108K 0.05% 52
2023
Q4 		$97.5K Buy
1,980
+800
+68% +$34.5K 0.02% 67
2023
Q3 		$48.2K Hold
1,180
– – 0.01% 80
2023
Q2 		$50.4K Buy
1,180
+981
+493% +$39.5K 0.01% 78
2023
Q1 		$7.44K Buy
+199
New +$8.67K ﹤0.01% 124

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
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

West Financial Advisors's WFC Position: Q2 2026 in Review

West Financial Advisors increased its Wells Fargo (WFC) stake by 51% in Q2 2026, buying an estimated $39.9K and bringing the position to 1,469 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #79.

West Financial Advisors first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $234K in Q1 2024. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • West Financial Advisors held 1,469 shares of Wells Fargo worth $121K as of Q2 2026.
  • West Financial Advisors bought 497 Wells Fargo shares in Q2 2026, an estimated $39.9K.
  • Wells Fargo made up 0.02% of West Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • West Financial Advisors first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
  • West Financial Advisors's Wells Fargo position peaked at $234K in Q1 2024.
  • 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.