Your Advocates Ltd’s Wells Fargo WFC Stock Holding History

Your Advocates Ltd’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	$166K	Buy	2,008 +1,458	+265%	+$117K	0.05%	31
2026 Q1	$43.8K	Hold	550	–	–	0.01%	70
2025 Q4	$51.3K	Buy	+550	New	+$47.7K	0.02%	67
2023 Q4	–	Sell	-73	Closed	-$2.99K	–	297
2023 Q3	$2.99K	Hold	73	–	–	﹤0.01%	175
2023 Q2	$3.1K	Buy	73 +1	+1%	+$40	﹤0.01%	195
2023 Q1	$2.69K	Hold	72	–	–	﹤0.01%	162
2022 Q4	$2.96K	Buy	72 +1	+1%	+$44	﹤0.01%	140
2022 Q3	$3K	Sell	71 -50	-41%	-$2.15K	﹤0.01%	140
2022 Q2	$5K	Buy	121 +71	+142%	+$3.12K	﹤0.01%	120
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	188
2021 Q4	$2K	Buy	+50	New	+$2.46K	﹤0.01%	175
2021 Q1	–	Sell	-921	Closed	-$22K	–	158
2020 Q4	$22K	Hold	921	–	–	0.02%	58
2020 Q3	$22K	Hold	921	–	–	0.02%	54
2020 Q2	$22K	Hold	921	–	–	0.02%	58
2020 Q1	$26K	Buy	+921	New	+$39.2K	0.02%	46

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Your Advocates Ltd's WFC Position: Q2 2026 in Review

Your Advocates Ltd increased its Wells Fargo (WFC) stake by 265% in Q2 2026, buying an estimated $117K and bringing the position to 2,008 shares worth $166K. The position accounts for 0.05% of the portfolio, ranked #31.

Your Advocates Ltd first reported a position in WFC in Q1 2020 and has held it in 15 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Your Advocates Ltd held 2,008 shares of Wells Fargo worth $166K as of Q2 2026.
Your Advocates Ltd bought 1,458 Wells Fargo shares in Q2 2026, an estimated $117K.
Wells Fargo made up 0.05% of Your Advocates Ltd's portfolio in Q2 2026, its #31 holding.
Your Advocates Ltd first reported a position in Wells Fargo in Q1 2020 and has held it in 15 quarters since.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.