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Access Investment Management’s Wells Fargo WFC Stock Holding History

Access Investment 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 		$26.1K Hold
316
– – 0.01% 114
2026
Q1 		$25.2K Hold
316
– – 0.01% 124
2025
Q4 		$26.5K Hold
316
– – 0.01% 121
2025
Q3 		$26.5K Hold
316
– – 0.01% 121
2025
Q2 		$25.3K Buy
+316
New +$22.8K 0.01% 121

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 $3.37T AUM 44.26% 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

Access Investment Management's WFC Position: Q2 2026 in Review

Access Investment Management held its Wells Fargo (WFC) position steady in Q2 2026 at 316 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #114.

Access Investment Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $26.5K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Access Investment Management held 316 shares of Wells Fargo worth $26.1K as of Q2 2026.
  • Access Investment Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.01% of Access Investment Management's portfolio in Q2 2026, its #114 holding.
  • Access Investment Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • Access Investment Management's Wells Fargo position peaked at $26.5K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.