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YHB Investment Advisors’s Wells Fargo WFC Stock Holding History

YHB Investment 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 		$2.11M Sell
25,585
-116
-0.5% -$9.32K 0.14% 120
2026
Q1 		$2.05M Hold
25,701
– – 0.15% 122
2025
Q4 		$2.4M Hold
25,701
– – 0.17% 110
2025
Q3 		$2.15M Sell
25,701
-4,138
-14% -$336K 0.16% 117
2025
Q2 		$2.39M Sell
29,839
-2,153
-7% -$155K 0.18% 111
2025
Q1 		$2.3M Sell
31,992
-1,057
-3% -$79.4K 0.19% 110
2024
Q4 		$2.32M Sell
33,049
-1,665
-5% -$114K 0.19% 109
2024
Q3 		$1.96M Sell
34,714
-284
-0.8% -$16.1K 0.16% 122
2024
Q2 		$2.08M Sell
34,998
-6,316
-15% -$373K 0.18% 113
2024
Q1 		$2.39M Sell
41,314
-5,718
-12% -$299K 0.21% 102
2023
Q4 		$2.31M Sell
47,032
-108,421
-70% -$4.68M 0.22% 98
2023
Q3 		$6.5M Buy
155,453
+75,914
+95% +$3.28M 0.6% 45
2023
Q2 		$3.39M Buy
79,539
+2,784
+4% +$112K 0.32% 86
2023
Q1 		$2.87M Sell
76,755
-834
-1% -$36.4K 0.29% 91
2022
Q4 		$3.2M Buy
77,589
+5,213
+7% +$231K 0.34% 80
2022
Q3 		$2.91M Buy
72,376
+9,609
+15% +$413K 0.32% 83
2022
Q2 		$2.46M Buy
62,767
+27
+0% +$1.19K 0.26% 97
2022
Q1 		$3.04M Sell
62,740
-18,653
-23% -$998K 0.27% 94
2021
Q4 		$3.9M Sell
81,393
-29,211
-26% -$1.44M 0.31% 83
2021
Q3 		$5.13M Sell
110,604
-473
-0.4% -$21.9K 0.44% 59
2021
Q2 		$5.03M Sell
111,077
-25,458
-19% -$1.14M 0.43% 61
2021
Q1 		$5.99M Sell
136,535
-10,362
-7% -$367K 0.52% 55
2020
Q4 		$4.43M Buy
146,897
+27,148
+23% +$703K 0.42% 67
2020
Q3 		$2.81M Buy
119,749
+50,983
+74% +$1.26M 0.31% 80
2020
Q2 		$1.76M Buy
68,766
+352
+0.5% +$9.63K 0.25% 83
2020
Q1 		$1.96M Sell
68,414
-2,268
-3% -$96.4K 0.34% 77
2019
Q4 		$3.8M Sell
70,682
-571
-0.8% -$29.9K 0.54% 57
2019
Q3 		$3.59M Sell
71,253
-50
-0.1% -$2.35K 0.55% 55
2019
Q2 		$3.37M Sell
71,303
-22,764
-24% -$1.06M 0.54% 57
2019
Q1 		$4.54M Buy
94,067
+5,217
+6% +$257K 0.71% 45
2018
Q4 		$4.09M Buy
88,850
+7,111
+9% +$364K 0.73% 46
2018
Q3 		$4.3M Sell
81,739
-5,067
-6% -$289K 0.65% 49
2018
Q2 		$4.81M Buy
86,806
+9,628
+12% +$516K 0.79% 39
2018
Q1 		$4.04M Buy
77,178
+13,057
+20% +$776K 0.69% 46
2017
Q4 		$3.89M Sell
64,121
-1,128
-2% -$63.7K 0.66% 47
2017
Q3 		$3.6M Sell
65,249
-3,174
-5% -$169K 0.64% 51
2017
Q2 		$3.79M Buy
68,423
+41,930
+158% +$2.25M 0.65% 49
2017
Q1 		$1.43M Sell
26,493
-18,643
-41% -$1.06M 0.27% 90
2016
Q4 		$2.49M Sell
45,136
-283
-0.6% -$14.2K 0.52% 63
2016
Q3 		$2.01M Buy
45,419
+2,015
+5% +$96.4K 0.49% 63
2016
Q2 		$2.05M Buy
43,404
+4,823
+13% +$235K 0.45% 68
2016
Q1 		$1.87M Buy
38,581
+2,705
+8% +$132K 0.5% 64
2015
Q4 		$1.95M Buy
35,876
+5,087
+17% +$276K 0.44% 70
2015
Q3 		$1.58M Buy
30,789
+4,107
+15% +$226K 0.37% 79
2015
Q2 		$1.5M Buy
26,682
+7,518
+39% +$419K 0.33% 86
2015
Q1 		$1.04M Buy
19,164
+1,741
+10% +$94.1K 0.23% 98
2014
Q4 		$955K Buy
17,423
+1,099
+7% +$58.2K 0.22% 106
2014
Q3 		$847K Buy
16,324
+2,306
+16% +$119K 0.2% 103
2014
Q2 		$737K Buy
14,018
+464
+3% +$23.3K 0.18% 103
2014
Q1 		$674K Buy
13,554
+3,716
+38% +$173K 0.17% 105
2013
Q4 		$447K Buy
9,838
+193
+2% +$8.34K 0.12% 119
2013
Q3 		$399K Sell
9,645
-1,609
-14% -$68.7K 0.12% 121
2013
Q2 		$464K Buy
+11,254
New +$439K 0.14% 114

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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 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

YHB Investment Advisors's WFC Position: Q2 2026 in Review

YHB Investment Advisors reduced its Wells Fargo (WFC) stake by 0.45% in Q2 2026, selling an estimated $9.32K and leaving 25,585 shares worth $2.11M. The position accounts for 0.14% of the portfolio, ranked #120.

YHB Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.5M in Q3 2023. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • YHB Investment Advisors held 25,585 shares of Wells Fargo worth $2.11M as of Q2 2026.
  • YHB Investment Advisors sold 116 Wells Fargo shares in Q2 2026, an estimated $9.32K.
  • Wells Fargo made up 0.14% of YHB Investment Advisors's portfolio in Q2 2026, its #120 holding.
  • YHB Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Wells Fargo position peaked at $6.5M in Q3 2023.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.