1900 Wealth Management’s Wells Fargo WFC Stock Holding History

1900 Wealth Management’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	$1.06M	Buy	12,801 +3,214	+34%	+$258K	0.06%	121
2026 Q1	$763K	Sell	9,587 -305	-3%	-$26.2K	0.05%	127
2025 Q4	$922K	Buy	9,892 +271	+3%	+$23.5K	0.06%	117
2025 Q3	$806K	Buy	9,621 +532	+6%	+$43.1K	0.05%	115
2025 Q2	$728K	Buy	9,089 +307	+3%	+$22.1K	0.06%	111
2025 Q1	$630K	Hold	8,782	–	–	0.05%	114
2024 Q4	$617K	Hold	8,782	–	–	0.05%	123
2024 Q3	$496K	Hold	8,782	–	–	0.04%	148
2024 Q2	$522K	Sell	8,782 -199	-2%	-$11.7K	0.05%	138
2024 Q1	$521K	Sell	8,981 -1,241	-12%	-$64.9K	0.05%	151
2023 Q4	$503K	Buy	10,222 +1,241	+14%	+$53.6K	0.05%	187
2023 Q3	$367K	Hold	8,981	–	–	0.04%	217
2023 Q2	$383K	Buy	8,981 +5	+0.1%	+$201	0.04%	176
2023 Q1	$347K	Hold	8,976	–	–	0.04%	189
2022 Q4	$371K	Buy	8,976 +2	+0%	+$89	0.04%	180
2022 Q3	$361K	Buy	8,974 +1	+0%	+$43	0.04%	167
2022 Q2	$351K	Buy	8,973 +194	+2%	+$8.51K	0.04%	178
2022 Q1	$426K	Buy	8,779 +8	+0.1%	+$428	0.04%	173
2021 Q4	$421K	Sell	8,771 -994	-10%	-$48.9K	0.04%	179
2021 Q3	$453K	Buy	9,765 +7	+0.1%	+$324	0.04%	167
2021 Q2	$442K	Sell	9,758 -370	-4%	-$16.5K	0.04%	161
2021 Q1	$395K	Buy	+10,128	New	+$359K	0.03%	138

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

1900 Wealth Management's WFC Position: Q2 2026 in Review

1900 Wealth Management increased its Wells Fargo (WFC) stake by 34% in Q2 2026, buying an estimated $258K and bringing the position to 12,801 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #121.

1900 Wealth Management first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

1900 Wealth Management held 12,801 shares of Wells Fargo worth $1.06M as of Q2 2026.
1900 Wealth Management bought 3,214 Wells Fargo shares in Q2 2026, an estimated $258K.
Wells Fargo made up 0.06% of 1900 Wealth Management's portfolio in Q2 2026, its #121 holding.
1900 Wealth Management first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.