Ballast Advisors’s Wells Fargo WFC Stock Holding History

Ballast Advisors’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	–	Sell	-1,354	Closed	-$108K	–	386
2026 Q1	$108K	Buy	+1,354	New	+$116K	0.03%	150
2020 Q1	–	Sell	-4,343	Closed	-$234K	–	163
2019 Q4	$234K	Buy	+4,343	New	+$227K	0.17%	83

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

Ballast Advisors's WFC Position: Q2 2026 in Review

Ballast Advisors sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 1,354 shares — an estimated $108K sold.

Ballast Advisors first reported a position in WFC in Q4 2019 and held it in 2 quarters. The position peaked at $234K in Q4 2019. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Ballast Advisors reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 1,354 Wells Fargo shares in Q2 2026, an estimated $108K.
Ballast Advisors first reported a position in Wells Fargo in Q4 2019 and held it in 2 quarters.
Ballast Advisors's Wells Fargo position peaked at $234K in Q4 2019.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.