Wilkerson Advisory Group’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$99.6K Sell
1,205
-5
-0.4% -$402 0.03% 160
2026
Q1
$96.4K Buy
1,210
+154
+15% +$13.2K 0.03% 145
2025
Q4
$98.4K Buy
+1,056
New +$91.7K 0.03% 122

Other funds holding WFC

Wilkerson Advisory Group's WFC Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Wells Fargo (WFC) stake by 0.41% in Q2 2026, selling an estimated $402 and leaving 1,205 shares worth $99.6K. The position accounts for 0.03% of the portfolio, ranked #160.

Wilkerson Advisory Group first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wilkerson Advisory Group held 1,205 shares of Wells Fargo worth $99.6K as of Q2 2026.
  • Wilkerson Advisory Group sold 5 Wells Fargo shares in Q2 2026, an estimated $402.
  • Wells Fargo made up 0.03% of Wilkerson Advisory Group's portfolio in Q2 2026, its #160 holding.
  • Wilkerson Advisory Group first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.