Ariadne Wealth Management’s Wells Fargo WFC Stock Holding History

Ariadne 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	$375K	Buy	4,533 +1,372	+43%	+$110K	0.17%	150
2026 Q1	$252K	Sell	3,161 -884	-22%	-$75.9K	0.11%	197
2025 Q4	$351K	Buy	4,045 +175	+5%	+$15.2K	0.15%	151
2025 Q3	$329K	Sell	3,870 -925	-19%	-$75K	0.15%	152
2025 Q2	$376K	Buy	4,795 +1,351	+39%	+$97.4K	0.18%	122
2025 Q1	$251K	Sell	3,444 -1,361	-28%	-$102K	0.13%	167
2024 Q4	$382K	Hold	4,805	–	–	0.17%	116
2024 Q3	$335K	Buy	+4,805	New	+$272K	0.18%	115

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

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

Ariadne Wealth Management increased its Wells Fargo (WFC) stake by 43% in Q2 2026, buying an estimated $110K and bringing the position to 4,533 shares worth $375K. The position accounts for 0.17% of the portfolio, ranked #150.

Ariadne Wealth Management first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $382K in Q4 2024. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Ariadne Wealth Management held 4,533 shares of Wells Fargo worth $375K as of Q2 2026.
Ariadne Wealth Management bought 1,372 Wells Fargo shares in Q2 2026, an estimated $110K.
Wells Fargo made up 0.17% of Ariadne Wealth Management's portfolio in Q2 2026, its #150 holding.
Ariadne Wealth Management first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Wells Fargo position peaked at $382K in Q4 2024.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.