James T. Borello RIA’s Wells Fargo WFC Stock Holding History

James T. Borello RIA’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	$68.4K	Buy	855 +22	+3%	+$1.9K	0.01%	211
2026 Q2	$68.8K	Sell	833 -192	-19%	-$15.4K	0.01%	202
2026 Q1	$81.6K	Buy	1,025 +375	+58%	+$32.2K	0.02%	172
2025 Q4	$60.6K	Buy	650 +270	+71%	+$23.4K	0.02%	164
2025 Q3	$31.9K	Buy	+380	New	+$30.8K	0.01%	192
2024 Q3	–	Sell	-4,042	Closed	-$240K	–	186
2024 Q2	$240K	Buy	4,042 +24	+0.6%	+$1.42K	0.11%	63
2024 Q1	$233K	Buy	+4,018	New	+$210K	0.11%	62

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

James T. Borello RIA's WFC Position: Q3 2026 in Review

James T. Borello RIA increased its Wells Fargo (WFC) stake by 2.6% in Q3 2026, buying an estimated $1.9K and bringing the position to 855 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #211.

James T. Borello RIA first reported a position in WFC in Q1 2024 and has held it in 7 quarters since. The position peaked at $240K in Q2 2024. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

James T. Borello RIA held 855 shares of Wells Fargo worth $68.4K as of Q3 2026.
James T. Borello RIA bought 22 Wells Fargo shares in Q3 2026, an estimated $1.9K.
Wells Fargo made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #211 holding.
James T. Borello RIA first reported a position in Wells Fargo in Q1 2024 and has held it in 7 quarters since.
James T. Borello RIA's Wells Fargo position peaked at $240K in Q2 2024.
863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.