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Ashton Thomas Private Wealth’s Wells Fargo WFC Stock Holding History

Ashton Thomas Private Wealth’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 		$21.2M Buy
256,277
+73,163
+40% +$5.88M 0.44% 48
2026
Q1 		$14.6M Sell
183,114
-16,007
-8% -$1.37M 0.35% 67
2025
Q4 		$18.6M Buy
199,121
+32,096
+19% +$2.79M 0.45% 46
2025
Q3 		$14M Buy
167,025
+2,890
+2% +$234K 0.36% 62
2025
Q2 		$13.2M Sell
164,135
-5,941
-3% -$428K 0.46% 46
2025
Q1 		$12.2M Buy
170,076
+30,047
+21% +$2.26M 0.47% 49
2024
Q4 		$9.84M Buy
140,029
+34,494
+33% +$2.36M 0.38% 61
2024
Q3 		$5.96M Sell
105,535
-5,406
-5% -$306K 0.31% 79
2024
Q2 		$6.59M Buy
110,941
+8
+0% +$472 0.36% 70
2024
Q1 		$6.43M Buy
110,933
+3,299
+3% +$173K 0.37% 75
2023
Q4 		$5.3M Sell
107,634
-8,923
-8% -$385K 0.33% 81
2023
Q3 		$4.76M Buy
116,557
+4,674
+4% +$202K 0.35% 75
2023
Q2 		$4.78M Buy
111,883
+7,504
+7% +$302K 0.36% 72
2023
Q1 		$3.9M Sell
104,379
-3,826
-4% -$167K 0.34% 74
2022
Q4 		$4.47M Sell
108,205
-1,874
-2% -$82.9K 0.44% 59
2022
Q3 		$4.43M Sell
110,079
-5,807
-5% -$249K 0.5% 43
2022
Q2 		$4.54M Buy
115,886
+3,834
+3% +$168K 0.49% 51
2022
Q1 		$5.43M Buy
112,052
+59,676
+114% +$3.19M 0.48% 55
2021
Q4 		$2.51M Buy
52,376
+45,298
+640% +$2.23M 0.24% 110
2021
Q3 		$328K Hold
7,078
– – 0.05% 294
2021
Q2 		$321K Buy
7,078
+73
+1% +$3.26K 0.05% 286
2021
Q1 		$274K Sell
7,005
-300
-4% -$10.6K 0.05% 270
2020
Q4 		$220K Buy
+7,305
New +$189K 0.04% 282
2020
Q2 		– Sell
-17,259
Closed -$495K – 259
2020
Q1 		$495K Sell
17,259
-158
-0.9% -$6.72K 0.2% 126
2019
Q4 		$937K Buy
+17,417
New +$912K 0.31% 93

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 $3.37T AUM 44.26% 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

Ashton Thomas Private Wealth's WFC Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Wells Fargo (WFC) stake by 40% in Q2 2026, buying an estimated $5.88M and bringing the position to 256,277 shares worth $21.2M. The position accounts for 0.44% of the portfolio, ranked #48.

Ashton Thomas Private Wealth first reported a position in WFC in Q4 2019 and has held it in 25 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Ashton Thomas Private Wealth held 256,277 shares of Wells Fargo worth $21.2M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 73,163 Wells Fargo shares in Q2 2026, an estimated $5.88M.
  • Wells Fargo made up 0.44% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #48 holding.
  • Ashton Thomas Private Wealth first reported a position in Wells Fargo in Q4 2019 and has held it in 25 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.