49 Wealth Management’s Wells Fargo WFC Stock Holding History

49 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	$320K	Sell	3,873 -1,833	-32%	-$147K	0.06%	132
2026 Q1	$454K	Buy	5,706 +382	+7%	+$32.8K	0.03%	121
2025 Q4	$496K	Buy	5,324 +425	+9%	+$36.9K	0.04%	109
2025 Q3	$411K	Sell	4,899 -3	-0.1%	-$243	0.04%	112
2025 Q2	$393K	Buy	4,902 +33	+0.7%	+$2.38K	0.04%	103
2025 Q1	$350K	Buy	4,869 +1,079	+28%	+$81K	0.04%	124
2024 Q4	$266K	Sell	3,790 -742	-16%	-$50.7K	0.04%	134
2024 Q3	$256K	Buy	+4,532	New	+$256K	0.04%	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 $3.37T AUM 44.26% 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

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

49 Wealth Management reduced its Wells Fargo (WFC) stake by 32% in Q2 2026, selling an estimated $147K and leaving 3,873 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #132.

49 Wealth Management first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $496K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

49 Wealth Management held 3,873 shares of Wells Fargo worth $320K as of Q2 2026.
49 Wealth Management sold 1,833 Wells Fargo shares in Q2 2026, an estimated $147K.
Wells Fargo made up 0.06% of 49 Wealth Management's portfolio in Q2 2026, its #132 holding.
49 Wealth Management first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
49 Wealth Management's Wells Fargo position peaked at $496K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.