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Allegheny Financial Group’s Wells Fargo WFC Stock Holding History

Allegheny Financial Group’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 		$424K Sell
5,125
-172
-3% -$13.8K 0.05% 187
2026
Q1 		$422K Sell
5,297
-506
-9% -$43.5K 0.06% 169
2025
Q4 		$541K Buy
5,803
+125
+2% +$10.9K 0.08% 147
2025
Q3 		$476K Sell
5,678
-302
-5% -$24.5K 0.09% 142
2025
Q2 		$479K Buy
5,980
+32
+0.5% +$2.31K 0.11% 140
2025
Q1 		$427K Sell
5,948
-399
-6% -$30K 0.11% 142
2024
Q4 		$446K Buy
6,347
+103
+2% +$7.03K 0.11% 138
2024
Q3 		$353K Buy
6,244
+3
+0% +$170 0.09% 176
2024
Q2 		$371K Sell
6,241
-24
-0.4% -$1.42K 0.11% 157
2024
Q1 		$363K Buy
6,265
+593
+10% +$31K 0.11% 143
2023
Q4 		$279K Buy
5,672
+3
+0.1% +$129 0.09% 172
2023
Q3 		$232K Buy
+5,669
New +$245K 0.09% 167
2023
Q2 		– Sell
-5,663
Closed -$212K – 165
2023
Q1 		$212K Buy
5,663
+2
+0% +$87 0.09% 153
2022
Q4 		$234K Buy
5,661
+411
+8% +$18.2K 0.1% 148
2022
Q3 		$211K Buy
5,250
+152
+3% +$6.53K 0.1% 144
2022
Q2 		$200K Buy
+5,098
New +$224K 0.09% 154

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 $3.38T AUM 44.17% 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

Allegheny Financial Group's WFC Position: Q2 2026 in Review

Allegheny Financial Group reduced its Wells Fargo (WFC) stake by 3.2% in Q2 2026, selling an estimated $13.8K and leaving 5,125 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #187.

Allegheny Financial Group first reported a position in WFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $541K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Allegheny Financial Group held 5,125 shares of Wells Fargo worth $424K as of Q2 2026.
  • Allegheny Financial Group sold 172 Wells Fargo shares in Q2 2026, an estimated $13.8K.
  • Wells Fargo made up 0.05% of Allegheny Financial Group's portfolio in Q2 2026, its #187 holding.
  • Allegheny Financial Group first reported a position in Wells Fargo in Q2 2022 and has held it in 16 quarters since.
  • Allegheny Financial Group's Wells Fargo position peaked at $541K in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.