WMA
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West Michigan Advisors’s Wells Fargo WFC Stock Holding History

West Michigan 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 		$876K Hold
11,007
– – 0.19% 122
2026
Q1 		$876K Buy
11,007
+2,972
+37% +$255K 0.19% 122
2025
Q4 		$749K Sell
8,035
-180
-2% -$15.6K 0.17% 129
2025
Q3 		$689K Buy
8,215
+4,034
+96% +$327K 0.17% 121
2025
Q2 		$335K Buy
4,181
+11
+0.3% +$793 0.09% 156
2025
Q1 		$299K Sell
4,170
-169
-4% -$12.7K 0.1% 152
2024
Q4 		$305K Buy
+4,339
New +$296K 0.09% 150
2023
Q4 		– Sell
-3,088
Closed -$126K – 169
2023
Q3 		$126K Buy
+3,088
New +$133K 0.07% 144

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

West Michigan Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 11,007 shares worth $876K. The position accounts for 0.19% of the portfolio, ranked #122.

West Michigan Advisors first reported a position in WFC in Q3 2023 and has held it in 8 quarters since. 1,020 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • West Michigan Advisors held 11,007 shares of Wells Fargo worth $876K as of Q2 2026.
  • West Michigan Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.19% of West Michigan Advisors's portfolio in Q2 2026, its #122 holding.
  • West Michigan Advisors first reported a position in Wells Fargo in Q3 2023 and has held it in 8 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.