Aegis Wealth Management (Maryland)’s Wells Fargo WFC Stock Holding History

Aegis Wealth Management (Maryland)’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	$402K	Buy	+4,864	New	+$391K	0.19%	101

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

Aegis Wealth Management (Maryland)'s WFC Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) opened a new position in Wells Fargo (WFC) in Q2 2026: 4,864 shares worth $402K. The stake represents 0.19% of the portfolio and ranks #101 among its holdings.

2,851 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Aegis Wealth Management (Maryland) held 4,864 shares of Wells Fargo worth $402K as of Q2 2026.
Wells Fargo was a new Aegis Wealth Management (Maryland) position in Q2 2026.
Wells Fargo made up 0.19% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #101 holding.
2,851 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.