1NWS
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1 North Wealth Services’s Wells Fargo WFC Stock Holding History

1 North Wealth Services’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 		$14.7K Buy
+178
New +$14.3K ﹤0.01% 157
2019
Q4 		$27K Buy
505
+256
+103% +$13.4K 0.02% 128
2019
Q3 		$13K Buy
+249
New +$11.7K 0.01% 143
2019
Q1 		$12K Buy
249
+134
+117% +$6.59K 0.01% 137
2018
Q4 		$5K Buy
+115
New +$5.89K ﹤0.01% 199

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 $3.38T AUM 44.17% 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

1 North Wealth Services's WFC Position: Q2 2026 in Review

1 North Wealth Services opened a new position in Wells Fargo (WFC) in Q2 2026: 178 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #157 among its holdings. This is a return to the name: 1 North Wealth Services previously reported a position in WFC as recently as Q4 2019.

1 North Wealth Services first reported a position in WFC in Q4 2018 and has held it in 5 quarters since. The position peaked at $27K in Q4 2019. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • 1 North Wealth Services held 178 shares of Wells Fargo worth $14.7K as of Q2 2026.
  • Wells Fargo was a new 1 North Wealth Services position in Q2 2026.
  • Wells Fargo made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #157 holding.
  • 1 North Wealth Services first reported a position in Wells Fargo in Q4 2018 and has held it in 5 quarters since.
  • 1 North Wealth Services's Wells Fargo position peaked at $27K in Q4 2019.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.