Acumen Wealth Advisors’s Wells Fargo WFC Stock Holding History

Acumen Wealth Advisors’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	$2.48M	Buy	30,070 +17,327	+136%	+$1.39M	0.53%	46
2026 Q1	$1.01M	Sell	12,743 -17,208	-57%	-$1.48M	0.27%	63
2025 Q4	$2.79M	Buy	+29,951	New	+$2.6M	0.8%	38

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

Acumen Wealth Advisors's WFC Position: Q2 2026 in Review

Acumen Wealth Advisors increased its Wells Fargo (WFC) stake by 136% in Q2 2026, buying an estimated $1.39M and bringing the position to 30,070 shares worth $2.48M. The position accounts for 0.53% of the portfolio, ranked #46.

Acumen Wealth Advisors first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.79M in Q4 2025. 2,859 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Acumen Wealth Advisors held 30,070 shares of Wells Fargo worth $2.48M as of Q2 2026.
Acumen Wealth Advisors bought 17,327 Wells Fargo shares in Q2 2026, an estimated $1.39M.
Wells Fargo made up 0.53% of Acumen Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Acumen Wealth Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
Acumen Wealth Advisors's Wells Fargo position peaked at $2.79M in Q4 2025.
2,859 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.