Align Financial’s Wells Fargo WFC Stock Holding History

Align Financial’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	$36.4K	Hold	440	–	–	0.02%	185
2026 Q1	$35K	Sell	440 -40,568	-99%	-$3.48M	0.02%	181
2025 Q4	$41K	Buy	+41,008	New	+$3.56M	0.02%	172

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

Align Financial's WFC Position: Q2 2026 in Review

Align Financial held its Wells Fargo (WFC) position steady in Q2 2026 at 440 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #185.

Align Financial first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $41K in Q4 2025. 2,859 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Align Financial held 440 shares of Wells Fargo worth $36.4K as of Q2 2026.
Align Financial left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.02% of Align Financial's portfolio in Q2 2026, its #185 holding.
Align Financial first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
Align Financial's Wells Fargo position peaked at $41K in Q4 2025.
2,859 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.