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August Group Capital’s Wells Fargo WFC Stock Holding History

August Group Capital’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 		$232K Sell
2,814
-294
-9% -$23.6K 0.26% 79
2026
Q1 		$247K Sell
3,108
-58
-2% -$4.98K 0.29% 75
2025
Q4 		$295K Buy
+3,166
New +$275K 0.33% 67

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

August Group Capital's WFC Position: Q2 2026 in Review

August Group Capital reduced its Wells Fargo (WFC) stake by 9.5% in Q2 2026, selling an estimated $23.6K and leaving 2,814 shares worth $232K. The position accounts for 0.26% of the portfolio, ranked #79.

August Group Capital first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $295K in Q4 2025. 2,865 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • August Group Capital held 2,814 shares of Wells Fargo worth $232K as of Q2 2026.
  • August Group Capital sold 294 Wells Fargo shares in Q2 2026, an estimated $23.6K.
  • Wells Fargo made up 0.26% of August Group Capital's portfolio in Q2 2026, its #79 holding.
  • August Group Capital first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • August Group Capital's Wells Fargo position peaked at $295K in Q4 2025.
  • 2,865 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on August Group Capital's 13F filing for Q2 2026, filed 11 Aug 2026.