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Advus Financial Partners, LLC’s Wells Fargo WFC Stock Holding History

Advus Financial Partners, LLC’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 		$315K Sell
3,813
-171
-4% -$13.7K 0.07% 188
2026
Q1 		$317K Sell
3,984
-124
-3% -$10.7K 0.08% 180
2025
Q4 		$383K Sell
4,108
-2,339
-36% -$203K 0.09% 155
2025
Q3 		$540K Sell
6,447
-514
-7% -$41.7K 0.13% 119
2025
Q2 		$558K Sell
6,961
-415
-6% -$29.9K 0.14% 108
2025
Q1 		$530K Buy
7,376
+281
+4% +$21.1K 0.15% 104
2024
Q4 		$498K Buy
7,095
+1,321
+23% +$90.2K 0.14% 102
2024
Q3 		$326K Buy
5,774
+137
+2% +$7.75K 0.09% 147
2024
Q2 		$335K Buy
5,637
+197
+4% +$11.6K 0.1% 127
2024
Q1 		$315K Sell
5,440
-79
-1% -$4.13K 0.1% 136
2023
Q4 		$272K Sell
5,519
-197
-3% -$8.5K 0.09% 140
2023
Q3 		$234K Buy
5,716
+836
+17% +$36.1K 0.09% 135
2023
Q2 		$208K Buy
+4,880
New +$196K 0.08% 152

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advus Financial Partners, LLC's WFC Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Wells Fargo (WFC) stake by 4.3% in Q2 2026, selling an estimated $13.7K and leaving 3,813 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #188.

Advus Financial Partners, LLC first reported a position in WFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $558K in Q2 2025. 2,865 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Advus Financial Partners, LLC held 3,813 shares of Wells Fargo worth $315K as of Q2 2026.
  • Advus Financial Partners, LLC sold 171 Wells Fargo shares in Q2 2026, an estimated $13.7K.
  • Wells Fargo made up 0.07% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #188 holding.
  • Advus Financial Partners, LLC first reported a position in Wells Fargo in Q2 2023 and has held it in 13 quarters since.
  • Advus Financial Partners, LLC's Wells Fargo position peaked at $558K in Q2 2025.
  • 2,865 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.