Angeles Wealth Management’s Wells Fargo WFC Stock Holding History

Angeles Wealth 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	$4.2M	Buy	50,781 +98	+0.2%	+$7.88K	0.19%	58
2026 Q1	$4.03M	Buy	50,683 +2,116	+4%	+$182K	0.22%	48
2025 Q4	$4.53M	Buy	48,567 +2,940	+6%	+$255K	0.25%	42
2025 Q3	$3.82M	Buy	45,627 +110	+0.2%	+$8.92K	0.23%	44
2025 Q2	$3.65M	Buy	45,517 +878	+2%	+$63.3K	0.25%	42
2025 Q1	$3.2M	Buy	44,639 +170	+0.4%	+$12.8K	0.27%	41
2024 Q4	$3.12M	Buy	44,469 +29,604	+199%	+$2.02M	0.26%	43
2024 Q3	$840K	Sell	14,865 -144	-1%	-$8.14K	0.07%	97
2024 Q2	$891K	Buy	15,009 +8,166	+119%	+$482K	0.08%	83
2024 Q1	$397K	Buy	6,843 +2,309	+51%	+$121K	0.04%	138
2023 Q4	$223K	Buy	+4,534	New	+$196K	0.03%	189
2022 Q4	–	Sell	-4,991	Closed	-$201K	–	232
2022 Q3	$201K	Buy	+4,991	New	+$214K	0.04%	164

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

Angeles Wealth Management's WFC Position: Q2 2026 in Review

Angeles Wealth Management increased its Wells Fargo (WFC) stake by 0.19% in Q2 2026, buying an estimated $7.88K and bringing the position to 50,781 shares worth $4.2M. The position accounts for 0.19% of the portfolio, ranked #58.

Angeles Wealth Management first reported a position in WFC in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.53M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Angeles Wealth Management held 50,781 shares of Wells Fargo worth $4.2M as of Q2 2026.
Angeles Wealth Management bought 98 Wells Fargo shares in Q2 2026, an estimated $7.88K.
Wells Fargo made up 0.19% of Angeles Wealth Management's portfolio in Q2 2026, its #58 holding.
Angeles Wealth Management first reported a position in Wells Fargo in Q3 2022 and has held it in 12 quarters since.
Angeles Wealth Management's Wells Fargo position peaked at $4.53M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.